Filed May 25, 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 | $117,831 | $149,040-20.9% | $120,225-2.0% | $137,256-14.2% |
| Participation rate | 61.9% | 75.4%-13.5pp | 69.6%-7.7pp | 80.0%-18.1pp |
| Annual return | 13.56% | 605.68%-592.1pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,732 | $4,655-19.8% | $3,999-6.7% | $6,407-41.8% |
| Admin fee / account holder | $39,305 | $6,348+519.2% | $5,696+590.0% | $12,270+220.3% |