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 | $10,610 | $39,028-72.8% | $80,741-86.9% | $85,847-87.6% |
| Participation rate | 42.9% | 41.6%+1.3pp | 54.2%-11.3pp | 69.3%-26.5pp |
| Annual return | 12.35% | 26.31%-14.0pp | 87.30%-74.9pp | 318.61%-306.3pp |
| Employer contribution / active EE | $85 | $722-88.2% | $1,160-92.6% | $2,565-96.7% |
| Participant deferral / active EE | $600 | $1,326-54.7% | $2,145-72.0% | $3,952-84.8% |
| Admin fee / account holder | $789 | $2,429-67.5% | $3,380-76.7% | $6,261-87.4% |