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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,427 | $71,873+2.2% | $86,698-15.3% | $68,490+7.2% |
| Participation rate | 48.3% | 72.2%-24.0pp | 76.6%-28.3pp | 67.9%-19.6pp |
| Annual return | -18.99% | 3.54%-22.5pp | 35.96%-55.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $483 | $2,173-77.8% | $2,837-83.0% | $2,597-81.4% |
| Participant deferral / active EE | $4,572 | $3,779+21.0% | $4,656-1.8% | $4,028+13.5% |
| Admin fee / account holder | $20,364 | $6,110+233.3% | $7,492+171.8% | $5,403+276.9% |