Filed January 31, 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 | $43,793 | $99,345-55.9% | $84,753-48.3% | $273,972-84.0% |
| Participation rate | 40.9% | 80.7%-39.8pp | 76.6%-35.7pp | 83.0%-42.1pp |
| Annual return | 5.62% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,508 | $4,270-64.7% | $3,712-59.4% | $5,287-71.5% |
| Admin fee / account holder | $9,336 | $6,645+40.5% | $5,333+75.1% | $10,133-7.9% |