Filed March 8, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,935 | $60,504-67.1% | $81,882-75.7% | $74,478-73.2% |
| Participation rate | 30.4% | 62.9%-32.5pp | 72.4%-42.0pp | 67.2%-36.9pp |
| Annual return | 11.86% | 16.91%-5.0pp | 779.47%-767.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $889 | $3,400-73.9% | $4,323-79.4% | $4,350-79.6% |
| Admin fee / account holder | $2,926 | $1,492+96.1% | $7,360-60.2% | $1,946+50.4% |