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 | $51,184-53.9% | $66,439-64.5% | $86,983-72.9% |
| Participation rate | 37.9% | 68.5%-30.6pp | 74.5%-36.6pp | 69.5%-31.6pp |
| Annual return | 17.66% | 17.07%+0.6pp | 757.66%-740.0pp | 25.83%-8.2pp |
| Employer contribution / active EE | $275 | $2,023-86.4% | $2,637-89.6% | $2,584-89.4% |
| Participant deferral / active EE | $1,561 | $2,927-46.7% | $3,876-59.7% | $4,194-62.8% |
| Admin fee / account holder | $1,230 | $4,154-70.4% | $6,173-80.1% | $7,856-84.3% |