Filed October 31, 2017
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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 | $4,056 | $27,639-85.3% | $61,501-93.4% | $68,490-94.1% |
| Participation rate | 38.8% | 39.5%-0.7pp | 52.6%-13.8pp | 67.9%-29.1pp |
| Annual return | -17.50% | -13.19%-4.3pp | 339.04%-356.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $78 | $696-88.8% | $1,160-93.3% | $2,597-97.0% |
| Participant deferral / active EE | $561 | $1,264-55.6% | $2,125-73.6% | $4,028-86.1% |
| Admin fee / account holder | $846 | $2,012-58.0% | $2,132-60.3% | $5,403-84.3% |