Filed September 12, 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 | $83,146 | $42,772+94.4% | $87,502-5.0% | $55,167+50.7% |
| Participation rate | 38.7% | 66.5%-27.7pp | 73.8%-35.1pp | 69.0%-30.3pp |
| Annual return | 4.85% | 21.20%-16.4pp | 12.21%-7.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,094 | $2,342-10.6% | $3,149-33.5% | $3,054-31.4% |
| Admin fee / account holder | $9,791 | $461+2023.0% | $4,221+132.0% | $504+1843.1% |