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 | $60,454-67.0% | $81,844-75.6% | $74,459-73.2% |
| Participation rate | 30.4% | 63.0%-32.6pp | 72.4%-42.0pp | 67.2%-36.9pp |
| Annual return | 11.86% | 16.87%-5.0pp | 778.87%-767.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $889 | $3,398-73.8% | $4,323-79.4% | $4,350-79.6% |
| Admin fee / account holder | $2,926 | $1,490+96.3% | $7,355-60.2% | $1,945+50.5% |