Filed March 13, 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 | $229,579 | $81,233+182.6% | $155,567+47.6% | $80,874+183.9% |
| Participation rate | 63.4% | 66.2%-2.8pp | 78.2%-14.8pp | 67.6%-4.2pp |
| Annual return | 20.00% | 33.33%-13.3pp | 64.74%-44.7pp | 35.62%-15.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18,371 | $3,452+432.2% | $5,628+226.4% | $4,297+327.5% |
| Admin fee / account holder | $28,727 | $7,998+259.2% | $15,916+80.5% | $6,935+314.2% |