Filed February 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,690 | $54,320-58.2% | $67,652-66.5% | $52,331-56.6% |
| Participation rate | 57.0% | 73.6%-16.6pp | 75.7%-18.7pp | 68.1%-11.1pp |
| Annual return | 4.87% | 6.81%-1.9pp | 6625.40%-6620.5pp | 4.54%+0.3pp |
| Employer contribution / active EE | $377 | $1,544-75.6% | $2,266-83.3% | $1,882-79.9% |
| Participant deferral / active EE | $2,108 | $2,950-28.5% | $3,560-40.8% | $3,022-30.2% |
| Admin fee / account holder | $3,666 | $527+596.1% | $4,821-24.0% | $592+519.6% |