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 | $178,995 | $77,920+129.7% | $149,723+19.6% | $75,177+138.1% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 26.00% | 31.72%-5.7pp | 134.50%-108.5pp | 160.75%-134.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $19,808 | $3,411+480.6% | $5,682+248.6% | $4,126+380.0% |
| Admin fee / account holder | $9,355 | $5,951+57.2% | $13,215-29.2% | $5,651+65.5% |