Filed May 9, 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 | $99,057 | $107,421-7.8% | $182,262-45.7% | $94,015+5.4% |
| Participation rate | 57.5% | 77.8%-20.3pp | 84.2%-26.7pp | 70.8%-13.3pp |
| Annual return | 16.70% | 21.32%-4.6pp | 140.60%-123.9pp | 17.84%-1.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,671 | $6,558+32.2% | $8,276+4.8% | $4,249+104.0% |
| Admin fee / account holder | $5,356 | $8,692-38.4% | $16,712-68.0% | $8,951-40.2% |