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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,830 | $63,949-20.5% | $129,031-60.6% | $94,015-45.9% |
| Participation rate | 25.0% | 63.4%-38.4pp | 73.4%-48.4pp | 70.8%-45.8pp |
| Annual return | 12.21% | 17.56%-5.4pp | 34.67%-22.5pp | 17.84%-5.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,486 | $3,686-5.4% | $5,217-33.2% | $4,249-18.0% |
| Admin fee / account holder | $7,922 | $5,523+43.4% | $13,208-40.0% | $8,951-11.5% |