Filed April 4, 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 | $53,665 | $69,977-23.3% | $108,582-50.6% | $62,881-14.7% |
| Participation rate | 64.5% | 72.9%-8.4pp | 79.6%-15.1pp | 69.3%-4.8pp |
| Annual return | 6.18% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,305 | $3,165-27.2% | $4,311-46.5% | $3,203-28.0% |
| Admin fee / account holder | $8,335 | $5,076+64.2% | $7,645+9.0% | $4,296+94.0% |