Filed December 21, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,503 | $56,431+3.7% | $130,788-55.3% | $87,485-33.1% |
| Participation rate | 50.8% | 58.9%-8.2pp | 70.1%-19.3pp | 68.9%-18.2pp |
| Annual return | 10.56% | 91.27%-80.7pp | 386.44%-375.9pp | 26.06%-15.5pp |
| Employer contribution / active EE | $853 | $1,549-44.9% | $3,558-76.0% | $2,596-67.1% |
| Participant deferral / active EE | $3,300 | $2,749+20.0% | $4,137-20.2% | $4,274-22.8% |
| Admin fee / account holder | $10,274 | $4,433+131.8% | $6,673+54.0% | $7,775+32.1% |