Filed February 28, 2018
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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 | $39,178 | $77,817-49.7% | $123,553-68.3% | $64,173-38.9% |
| Participation rate | 41.9% | 74.7%-32.8pp | 82.3%-40.4pp | 69.6%-27.6pp |
| Annual return | -7.68% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $153 | $3,014-94.9% | $4,628-96.7% | $2,381-93.6% |
| Participant deferral / active EE | $3,578 | $5,240-31.7% | $6,426-44.3% | $3,470+3.1% |
| Admin fee / account holder | $5,380 | $5,519-2.5% | $9,284-42.1% | $4,887+10.1% |