Filed May 1, 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 | $73,596 | $87,106-15.5% | $105,607-30.3% | $80,935-9.1% |
| Participation rate | 51.5% | 70.4%-18.9pp | 75.3%-23.8pp | 67.7%-16.1pp |
| Annual return | 14.20% | 17.01%-2.8pp | 116.11%-101.9pp | 35.66%-21.5pp |
| Employer contribution / active EE | $437 | $2,396-81.8% | $3,167-86.2% | $2,757-84.1% |
| Participant deferral / active EE | $3,060 | $3,986-23.2% | $5,011-38.9% | $4,299-28.8% |
| Admin fee / account holder | $5,760 | $8,447-31.8% | $10,958-47.4% | $6,924-16.8% |