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 | $57,302 | $60,139-4.7% | $90,461-36.7% | $79,856-28.2% |
| Participation rate | 37.7% | 65.0%-27.3pp | 72.7%-35.0pp | 69.6%-31.9pp |
| Annual return | 13.43% | 71.96%-58.5pp | 1294.76%-1281.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,156 | $2,939+7.4% | $3,964-20.4% | $3,741-15.6% |
| Admin fee / account holder | $6,158 | $3,978+54.8% | $5,617+9.6% | $5,306+16.1% |