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 | $116,705 | $67,602+72.6% | $82,312+41.8% | $70,126+66.4% |
| Participation rate | 57.4% | 72.8%-15.4pp | 76.9%-19.5pp | 69.5%-12.2pp |
| Annual return | 16.33% | 21.57%-5.2pp | 25.88%-9.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $352 | $1,755-80.0% | $2,428-85.5% | $2,343-85.0% |
| Participant deferral / active EE | $3,269 | $2,987+9.4% | $3,706-11.8% | $3,332-1.9% |
| Admin fee / account holder | $4,750 | $4,512+5.3% | $5,608-15.3% | $4,645+2.3% |