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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,219 | $64,716-45.6% | $112,258-68.6% | $68,495-48.6% |
| Participation rate | 34.7% | 67.2%-32.5pp | 75.1%-40.4pp | 67.9%-33.2pp |
| Annual return | -17.72% | -11.40%-6.3pp | 27.47%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $456 | $2,746-83.4% | $3,636-87.5% | $2,596-82.4% |
| Participant deferral / active EE | $2,837 | $3,565-20.4% | $4,728-40.0% | $4,028-29.6% |
| Admin fee / account holder | $5,524 | $5,232+5.6% | $6,411-13.8% | $5,403+2.2% |