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 | $35,077 | $72,404-51.6% | $110,243-68.2% | $64,173-45.3% |
| Participation rate | 55.2% | 73.3%-18.2pp | 79.8%-24.6pp | 69.6%-14.4pp |
| Annual return | -7.16% | -6.29%-0.9pp | 314.76%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $423 | $2,282-81.5% | $3,827-88.9% | $2,381-82.2% |
| Participant deferral / active EE | $2,216 | $3,469-36.1% | $4,672-52.6% | $3,470-36.1% |
| Admin fee / account holder | $1,376 | $5,664-75.7% | $8,548-83.9% | $4,887-71.8% |