Filed May 30, 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 | $88,271 | $86,949+1.5% | $102,460-13.8% | $80,959+9.0% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.4pp | 67.7%-6.6pp |
| Annual return | 14.80% | 18.89%-4.1pp | 29.47%-14.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $639 | $2,370-73.0% | $3,025-78.9% | $2,757-76.8% |
| Participant deferral / active EE | $4,994 | $4,121+21.2% | $5,056-1.2% | $4,300+16.1% |
| Admin fee / account holder | $43,371 | $8,048+438.9% | $9,460+358.5% | $6,925+526.3% |