Filed June 21, 2018
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,750 | $87,834-34.3% | $133,975-56.9% | $62,881-8.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 87.1%-20.4pp | 69.3%-2.6pp |
| Annual return | 3.32% | 12.05%-8.7pp | 29.29%-26.0pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,017 | $3,482-70.8% | $5,211-80.5% | $2,281-55.4% |
| Participant deferral / active EE | $2,505 | $4,812-47.9% | $6,282-60.1% | $3,203-21.8% |
| Admin fee / account holder | $13,754 | $5,372+156.0% | $9,324+47.5% | $4,296+220.2% |