Filed January 4, 2018
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,944 | $110,337-62.0% | $102,383-59.0% | $145,877-71.2% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 6.16% | 24.83%-18.7pp | 24.94%-18.8pp | 551.28%-545.1pp |
| Employer contribution / active EE | $545 | $4,216-87.1% | $3,870-85.9% | $4,663-88.3% |
| Participant deferral / active EE | $2,576 | $5,621-54.2% | $5,060-49.1% | $6,691-61.5% |
| Admin fee / account holder | $32,677 | $9,750+235.2% | $8,391+289.4% | $13,402+143.8% |