Filed February 25, 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 | $42,584 | $57,350-25.7% | $83,850-49.2% | $64,181-33.7% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | 16.28% | 11.38%+4.9pp | 850.92%-834.6pp | 7.63%+8.7pp |
| Employer contribution / active EE | $192 | $2,545-92.5% | $3,631-94.7% | $2,381-91.9% |
| Participant deferral / active EE | $1,280 | $2,993-57.2% | $4,082-68.6% | $3,470-63.1% |
| Admin fee / account holder | $583 | $4,046-85.6% | $5,478-89.4% | $4,887-88.1% |