Filed October 16, 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 | $52,935 | $77,817-32.0% | $123,553-57.2% | $64,173-17.5% |
| Participation rate | 58.0% | 74.7%-16.7pp | 82.3%-24.3pp | 69.6%-11.6pp |
| Annual return | 10.87% | 12.49%-1.6pp | 119.21%-108.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,162 | $5,240-39.6% | $6,426-50.8% | $3,470-8.9% |
| Admin fee / account holder | $1,193 | $5,519-78.4% | $9,284-87.1% | $4,887-75.6% |