Filed November 3, 2016
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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 | $77,822 | $57,119+36.2% | $85,187-8.6% | $80,935-3.8% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.7%-42.7pp |
| Annual return | 15.95% | 21.70%-5.8pp | 66.67%-50.7pp | 35.66%-19.7pp |
| Employer contribution / active EE | -$1 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,189 | $3,115-61.8% | $4,525-73.7% | $4,299-72.3% |
| Admin fee / account holder | $2,579 | $4,990-48.3% | $6,162-58.2% | $6,924-62.8% |