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 | $75,518 | $91,474-17.4% | $135,982-44.5% | $71,529+5.6% |
| Participation rate | 65.3% | 75.7%-10.4pp | 81.9%-16.7pp | 67.9%-2.7pp |
| Annual return | 16.76% | 29.89%-13.1pp | 68.32%-51.6pp | 28.97%-12.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $6,235 | $7,095-12.1% | $7,760-19.6% | $4,291+45.3% |
| Admin fee / account holder | $9,413 | $1,267+642.8% | $10,767-12.6% | $1,588+492.6% |