Filed December 13, 2014
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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 | $189,132 | $64,359+193.9% | $90,161+109.8% | $70,126+169.7% |
| Participation rate | 65.2% | 70.4%-5.3pp | 76.9%-11.7pp | 69.5%-4.4pp |
| Annual return | 124.98% | 28.13%+96.9pp | 34.89%+90.1pp | 73.15%+51.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,175 | $4,389+63.5% | $5,287+35.7% | $3,332+115.4% |
| Admin fee / account holder | $17,395 | $3,945+340.9% | $5,943+192.7% | $4,645+274.5% |