Filed September 25, 2018
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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 | $40,601 | $78,707-48.4% | $117,861-65.6% | $70,126-42.1% |
| Participation rate | 51.9% | 73.2%-21.3pp | 79.7%-27.8pp | 69.5%-17.6pp |
| Annual return | 16.53% | 23.30%-6.8pp | 335.11%-318.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $303 | $2,223-86.4% | $3,786-92.0% | $2,343-87.1% |
| Participant deferral / active EE | $1,992 | $3,297-39.6% | $4,482-55.6% | $3,332-40.2% |
| Admin fee / account holder | $4,210 | $5,066-16.9% | $8,021-47.5% | $4,645-9.4% |