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 | $62,787 | $146,267-57.1% | $197,124-68.1% | $82,448-23.8% |
| Participation rate | 60.5% | 84.0%-23.5pp | 86.7%-26.2pp | 68.1%-7.5pp |
| Annual return | 15.46% | 29.61%-14.2pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,337 | $4,723-71.7% | $6,227-78.5% | $2,551-47.6% |
| Participant deferral / active EE | $3,493 | $7,035-50.4% | $9,135-61.8% | $4,139-15.6% |
| Admin fee / account holder | $3,471 | $14,422-75.9% | $16,298-78.7% | $7,234-52.0% |