Filed March 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,155 | $54,239-68.4% | $70,098-75.5% | $68,495-75.0% |
| Participation rate | 27.4% | 64.5%-37.1pp | 70.5%-43.1pp | 67.9%-40.5pp |
| Annual return | -19.59% | -13.87%-5.7pp | 190.76%-210.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $244 | $2,019-87.9% | $2,560-90.5% | $2,596-90.6% |
| Participant deferral / active EE | $1,092 | $2,957-63.1% | $3,849-71.6% | $4,028-72.9% |
| Admin fee / account holder | $905 | $4,691-80.7% | $6,266-85.6% | $5,403-83.2% |