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 | $47,479-50.3% | $62,929-62.5% | $82,448-71.4% |
| Participation rate | 37.9% | 66.9%-28.9pp | 73.1%-35.2pp | 68.1%-30.1pp |
| Annual return | 17.66% | 20.34%-2.7pp | 1063.93%-1046.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $275 | $1,885-85.4% | $2,505-89.0% | $2,551-89.2% |
| Participant deferral / active EE | $1,561 | $2,870-45.6% | $3,888-59.9% | $4,139-62.3% |
| Admin fee / account holder | $1,230 | $3,804-67.7% | $5,065-75.7% | $7,234-83.0% |