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 | $89,883 | $80,992+11.0% | $96,534-6.9% | $75,173+19.6% |
| Participation rate | 49.1% | 71.8%-22.7pp | 76.0%-26.9pp | 67.2%-18.1pp |
| Annual return | 16.71% | 27.05%-10.3pp | 25.88%-9.2pp | 160.72%-144.0pp |
| Employer contribution / active EE | $474 | $2,283-79.2% | $2,965-84.0% | $2,671-82.3% |
| Participant deferral / active EE | $4,109 | $3,929+4.6% | $4,851-15.3% | $4,126-0.4% |
| Admin fee / account holder | $8,220 | $6,717+22.4% | $8,253-0.4% | $5,651+45.5% |