Filed October 25, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,836 | $81,870-24.5% | $119,608-48.3% | $68,495-9.7% |
| Participation rate | 59.7% | 71.9%-12.2pp | 79.3%-19.5pp | 67.9%-8.2pp |
| Annual return | -19.18% | -23.82%+4.6pp | -14.98%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,674 | $2,692-37.8% | $4,232-60.4% | $2,596-35.5% |
| Participant deferral / active EE | $3,108 | $4,148-25.1% | $5,601-44.5% | $4,028-22.8% |
| Admin fee / account holder | $11,195 | $6,583+70.1% | $10,326+8.4% | $5,403+107.2% |