Filed October 22, 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 | $50,830 | $60,442-15.9% | $96,754-47.5% | $87,485-41.9% |
| Participation rate | 25.0% | 58.7%-33.7pp | 70.3%-45.3pp | 68.9%-43.9pp |
| Annual return | 12.21% | 21.97%-9.8pp | 82.04%-69.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,486 | $3,280+6.3% | $4,758-26.7% | $4,274-18.4% |
| Admin fee / account holder | $7,922 | $5,069+56.3% | $8,905-11.0% | $7,775+1.9% |