Filed August 7, 2017
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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 | $23,614 | $48,011-50.8% | $63,803-63.0% | $82,637-71.4% |
| Participation rate | 37.9% | 66.6%-28.6pp | 72.7%-34.8pp | 68.1%-30.1pp |
| Annual return | 17.66% | 19.84%-2.2pp | 543.72%-526.1pp | 53.51%-35.8pp |
| Employer contribution / active EE | $275 | $1,904-85.6% | $2,532-89.2% | $2,552-89.2% |
| Participant deferral / active EE | $1,561 | $2,846-45.2% | $3,843-59.4% | $4,126-62.2% |
| Admin fee / account holder | $1,230 | $3,873-68.2% | $5,196-76.3% | $7,339-83.2% |