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 | $43,742 | $109,359-60.0% | $162,185-73.0% | $72,976-40.1% |
| Participation rate | 69.2% | 84.3%-15.0pp | 87.6%-18.3pp | 69.5%-0.3pp |
| Annual return | 26.61% | 25.46%+1.2pp | 115.61%-89.0pp | 81.02%-54.4pp |
| Employer contribution / active EE | $899 | $3,907-77.0% | $5,613-84.0% | $2,440-63.2% |
| Participant deferral / active EE | $4,475 | $5,481-18.4% | $7,297-38.7% | $3,608+24.0% |
| Admin fee / account holder | $3,804 | $7,972-52.3% | $10,844-64.9% | $5,124-25.8% |