Filed March 20, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,613 | $25,723-35.4% | $69,182-76.0% | $55,167-69.9% |
| Participation rate | 18.4% | 39.4%-21.0pp | 55.1%-36.7pp | 69.0%-50.6pp |
| Annual return | 4.93% | 9.56%-4.6pp | -21.93%+26.9pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $386 | $963-59.9% | $1,897-79.6% | $3,054-87.3% |
| Admin fee / account holder | $3,530 | $365+868.0% | $2,697+30.9% | $504+600.4% |