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 | $98,959 | $60,349+64.0% | $74,184+33.4% | $62,881+57.4% |
| Participation rate | 50.7% | 72.7%-22.0pp | 76.6%-25.9pp | 69.3%-18.6pp |
| Annual return | 8.45% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $282 | $1,680-83.2% | $2,370-88.1% | $2,281-87.6% |
| Participant deferral / active EE | $2,730 | $2,856-4.4% | $3,550-23.1% | $3,203-14.8% |
| Admin fee / account holder | $3,190 | $4,261-25.1% | $5,586-42.9% | $4,296-25.8% |