Filed February 20, 2017
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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 | $75,056 | $88,672-15.4% | $105,223-28.7% | $82,448-9.0% |
| Participation rate | 45.2% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-22.9pp |
| Annual return | 19.45% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $719 | $3,048-76.4% | $3,689-80.5% | $2,551-71.8% |
| Participant deferral / active EE | $3,093 | $4,036-23.4% | $5,072-39.0% | $4,139-25.3% |
| Admin fee / account holder | $6,298 | $7,146-11.9% | $8,859-28.9% | $7,234-12.9% |