Filed October 14, 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 | $54,503 | $57,350-5.0% | $83,850-35.0% | $64,181-15.1% |
| Participation rate | 48.6% | 68.6%-20.0pp | 76.1%-27.5pp | 69.6%-20.9pp |
| Annual return | -88.11% | 11.38%-99.5pp | 850.92%-939.0pp | 7.63%-95.7pp |
| Employer contribution / active EE | $12,368 | $2,545+385.9% | $3,631+240.6% | $2,381+419.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,150 | $4,046+76.7% | $5,478+30.5% | $4,887+46.3% |