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 | $49,207 | $89,370-44.9% | $141,197-65.2% | $72,976-32.6% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 23.11% | 111.88%-88.8pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,193 | $5,419-22.6% | $6,710-37.5% | $3,608+16.2% |
| Admin fee / account holder | $3,737 | $5,957-37.3% | $10,265-63.6% | $5,124-27.1% |