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 | $99,981 | $62,583+59.8% | $76,767+30.2% | $64,173+55.8% |
| Participation rate | 48.5% | 72.8%-24.3pp | 77.0%-28.5pp | 69.6%-21.1pp |
| Annual return | -5.91% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $357 | $1,832-80.5% | $2,485-85.6% | $2,381-85.0% |
| Participant deferral / active EE | $3,475 | $3,145+10.5% | $3,852-9.8% | $3,470+0.1% |
| Admin fee / account holder | $19,407 | $4,667+315.8% | $6,675+190.7% | $4,887+297.1% |