Filed December 6, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,027 | $133,981-70.1% | $112,249-64.3% | $134,532-70.2% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.6pp | 81.2%-51.8pp |
| Annual return | -21.44% | 47.16%-68.6pp | 27.48%-48.9pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,261 | $4,040-68.8% | $3,636-65.3% | $4,741-73.4% |
| Participant deferral / active EE | $1,954 | $5,292-63.1% | $4,729-58.7% | $6,401-69.5% |
| Admin fee / account holder | $455 | $7,492-93.9% | $6,412-92.9% | $11,429-96.0% |