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 | $104,679 | $56,894+84.0% | $84,753+23.5% | $62,881+66.5% |
| Participation rate | 61.8% | 68.5%-6.8pp | 76.6%-14.8pp | 69.3%-7.5pp |
| Annual return | 8.37% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $315 | $2,400-86.9% | $3,574-91.2% | $2,281-86.2% |
| Participant deferral / active EE | $4,326 | $2,709+59.7% | $3,712+16.5% | $3,203+35.0% |
| Admin fee / account holder | $1,187 | $3,581-66.9% | $5,333-77.7% | $4,296-72.4% |