Filed June 30, 2017
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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 | $44,838 | $100,060-55.2% | $149,721-70.1% | $70,126-36.1% |
| Participation rate | 45.1% | 83.6%-38.5pp | 87.1%-42.0pp | 69.5%-24.4pp |
| Annual return | 16.46% | 27.46%-11.0pp | 1501.67%-1485.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $528 | $3,661-85.6% | $5,444-90.3% | $2,343-77.5% |
| Participant deferral / active EE | $3,612 | $4,982-27.5% | $6,568-45.0% | $3,332+8.4% |
| Admin fee / account holder | $640 | $8,285-92.3% | $11,282-94.3% | $4,645-86.2% |