Filed May 23, 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 | $47,102 | $54,757-14.0% | $90,304-47.8% | $72,975-35.5% |
| Participation rate | 45.8% | 65.2%-19.4pp | 73.3%-27.5pp | 69.5%-23.7pp |
| Annual return | 50.89% | 30.63%+20.3pp | 78.13%-27.2pp | 81.01%-30.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,986 | $2,887+38.1% | $3,885+2.6% | $3,608+10.5% |
| Admin fee / account holder | $1,453 | $3,973-63.4% | $5,354-72.9% | $5,124-71.6% |