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 | $10,215 | $37,446-72.7% | $77,552-86.8% | $79,856-87.2% |
| Participation rate | 33.7% | 41.5%-7.8pp | 54.2%-20.5pp | 69.6%-35.9pp |
| Annual return | 49.49% | 39.76%+9.7pp | 54.82%-5.3pp | 31.71%+17.8pp |
| Employer contribution / active EE | $81 | $637-87.4% | $987-91.8% | $2,471-96.7% |
| Participant deferral / active EE | $539 | $1,261-57.3% | $1,861-71.0% | $3,741-85.6% |
| Admin fee / account holder | $421 | $2,506-83.2% | $2,859-85.3% | $5,306-92.1% |