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 | $81,331+182.3% | $155,534+47.6% | $80,935+183.7% |
| Participation rate | 63.4% | 66.3%-2.8pp | 78.2%-14.8pp | 67.7%-4.2pp |
| Annual return | 20.00% | 33.37%-13.4pp | 64.92%-44.9pp | 35.66%-15.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18,371 | $3,454+431.9% | $5,630+226.3% | $4,299+327.3% |
| Admin fee / account holder | $28,727 | $7,999+259.1% | $15,900+80.7% | $6,924+314.9% |