Filed May 11, 2015
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,020 | $71,523-44.0% | $98,461-59.4% | $71,511-44.0% |
| Participation rate | 11.0% | 72.7%-61.7pp | 75.2%-64.2pp | 67.9%-56.9pp |
| Annual return | 12.36% | 32.43%-20.1pp | 21.17%-8.8pp | 28.86%-16.5pp |
| Employer contribution / active EE | $309 | $2,399-87.1% | $3,049-89.9% | $2,589-88.1% |
| Participant deferral / active EE | $2,388 | $4,109-41.9% | $4,738-49.6% | $4,291-44.3% |
| Admin fee / account holder | $20,705 | $1,676+1135.5% | $8,961+131.1% | $1,588+1203.5% |