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 | $28,920 | $39,798-27.3% | $67,711-57.3% | $59,632-51.5% |
| Participation rate | 43.8% | 57.4%-13.6pp | 67.5%-23.8pp | 68.7%-24.9pp |
| Annual return | -1.85% | 89.94%-91.8pp | 25.41%-27.3pp | 2041.32%-2043.2pp |
| Employer contribution / active EE | $143 | $1,393-89.7% | $2,559-94.4% | $2,203-93.5% |
| Participant deferral / active EE | $1,259 | $2,335-46.1% | $3,585-64.9% | $3,192-60.6% |
| Admin fee / account holder | $1,169 | $3,212-63.6% | $4,255-72.5% | $4,297-72.8% |