Filed April 2, 2019
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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 | $96,261 | $58,600+64.3% | $83,327+15.5% | $64,173+50.0% |
| Participation rate | 60.0% | 72.0%-12.0pp | 77.8%-17.8pp | 69.6%-9.6pp |
| Annual return | -2.47% | 9.66%-12.1pp | 10.64%-13.1pp | 7.63%-10.1pp |
| Employer contribution / active EE | -$104 | $2,098-104.9% | $3,379-103.1% | $2,381-104.4% |
| Participant deferral / active EE | $6,505 | $4,656+39.7% | $5,565+16.9% | $3,470+87.5% |
| Admin fee / account holder | $20,803 | $9,282+124.1% | $7,540+175.9% | $4,887+325.6% |