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 | $111,798 | $78,423+42.6% | $95,964+16.5% | $79,856+40.0% |
| Participation rate | 43.5% | 73.5%-29.9pp | 77.1%-33.5pp | 69.6%-26.1pp |
| Annual return | 10.44% | 19.37%-8.9pp | 91.64%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $328 | $1,945-83.1% | $2,541-87.1% | $2,471-86.7% |
| Participant deferral / active EE | $3,470 | $3,440+0.9% | $4,167-16.7% | $3,741-7.2% |
| Admin fee / account holder | $32,200 | $5,622+472.8% | $6,797+373.7% | $5,306+506.8% |