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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,306 | $61,660-20.0% | $80,022-38.4% | $64,181-23.2% |
| Participation rate | 48.0% | 71.7%-23.7pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | -7.90% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $262 | $1,810-85.5% | $2,468-89.4% | $2,381-89.0% |
| Participant deferral / active EE | $1,465 | $2,968-50.6% | $3,686-60.3% | $3,470-57.8% |
| Admin fee / account holder | $407 | $5,417-92.5% | $6,521-93.8% | $4,887-91.7% |