Filed September 8, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,888 | $65,367-20.6% | $92,915-44.2% | $72,976-28.9% |
| Participation rate | 62.2% | 68.3%-6.1pp | 76.0%-13.8pp | 69.5%-7.3pp |
| Annual return | 2.76% | 42.11%-39.3pp | 109.45%-106.7pp | 81.02%-78.3pp |
| Employer contribution / active EE | $1,487 | $2,594-42.7% | $3,653-59.3% | $2,440-39.1% |
| Participant deferral / active EE | $5,272 | $3,128+68.5% | $4,238+24.4% | $3,608+46.1% |
| Admin fee / account holder | $1,754 | $4,251-58.8% | $5,796-69.7% | $5,124-65.8% |