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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,906 | $73,867+75.9% | $143,770-9.6% | $68,498+89.6% |
| Participation rate | 64.2% | 66.7%-2.5pp | 80.3%-16.2pp | 67.9%-3.7pp |
| Annual return | -24.48% | 1.01%-25.5pp | -0.04%-24.4pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,427 | $3,384+444.5% | $5,638+226.9% | $4,027+357.5% |
| Admin fee / account holder | $43,381 | $5,755+653.8% | $14,673+195.7% | $5,403+702.9% |