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 | $77,257 | $102,385-24.5% | $147,080-47.5% | $80,935-4.5% |
| Participation rate | 63.8% | 75.9%-12.0pp | 82.2%-18.4pp | 67.7%-3.8pp |
| Annual return | 12.89% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,596 | $6,651+14.2% | $8,066-5.8% | $4,299+76.7% |
| Admin fee / account holder | $26,046 | $7,951+227.6% | $12,989+100.5% | $6,924+276.2% |