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 | $58,848-13.6% | $88,179-42.4% | $82,637-38.5% |
| Participation rate | 25.0% | 57.9%-32.9pp | 69.1%-44.1pp | 68.1%-43.1pp |
| Annual return | 12.21% | 22.76%-10.5pp | 64.97%-52.8pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,486 | $3,124+11.6% | $4,614-24.4% | $4,126-15.5% |
| Admin fee / account holder | $7,922 | $4,795+65.2% | $7,673+3.2% | $7,339+7.9% |