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 | $106,524-7.0% | $152,301-35.0% | $87,485+13.2% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.4%-25.0pp | 68.9%-11.5pp |
| Annual return | 16.70% | 26.89%-10.2pp | 80.50%-63.8pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,671 | $6,525+32.9% | $8,004+8.3% | $4,274+102.9% |
| Admin fee / account holder | $5,356 | $8,287-35.4% | $14,398-62.8% | $7,775-31.1% |