Filed November 8, 2016
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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 | $45,561 | $52,678-13.5% | $75,784-39.9% | $59,633-23.6% |
| Participation rate | 53.1% | 67.2%-14.1pp | 75.8%-22.7pp | 68.7%-15.5pp |
| Annual return | 0.89% | 2.95%-2.1pp | 9.68%-8.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $268 | $2,193-87.8% | $3,323-91.9% | $2,203-87.8% |
| Participant deferral / active EE | $1,437 | $2,591-44.5% | $3,652-60.6% | $3,192-55.0% |
| Admin fee / account holder | $3,034 | $3,610-16.0% | $5,300-42.8% | $4,297-29.4% |