Filed March 26, 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 | $52,177 | $69,977-25.4% | $108,582-51.9% | $62,881-17.0% |
| Participation rate | 64.5% | 72.9%-8.4pp | 79.6%-15.1pp | 69.3%-4.8pp |
| Annual return | 7.08% | 10.73%-3.7pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $273 | $2,135-87.2% | $3,758-92.7% | $2,281-88.0% |
| Participant deferral / active EE | $3,634 | $3,165+14.8% | $4,311-15.7% | $3,203+13.5% |
| Admin fee / account holder | $968 | $5,076-80.9% | $7,645-87.3% | $4,296-77.5% |