Filed June 4, 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 | $104,055 | $52,678+97.5% | $75,784+37.3% | $59,633+74.5% |
| Participation rate | 51.6% | 67.2%-15.6pp | 75.8%-24.2pp | 68.7%-17.1pp |
| Annual return | 5.37% | 2.95%+2.4pp | 9.68%-4.3pp | 2041.45%-2036.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,843 | $2,591+48.3% | $3,652+5.2% | $3,192+20.4% |
| Admin fee / account holder | $13,841 | $3,610+283.4% | $5,300+161.2% | $4,297+222.1% |