Filed January 15, 2018
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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 | $73,693 | $60,349+22.1% | $74,184-0.7% | $62,881+17.2% |
| Participation rate | 57.6% | 72.7%-15.2pp | 76.6%-19.0pp | 69.3%-11.7pp |
| Annual return | 8.08% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $302 | $1,680-82.0% | $2,370-87.3% | $2,281-86.8% |
| Participant deferral / active EE | $2,730 | $2,856-4.4% | $3,550-23.1% | $3,203-14.8% |
| Admin fee / account holder | $2,244 | $4,261-47.3% | $5,586-59.8% | $4,296-47.8% |