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 | $46,068 | $45,872+0.4% | $77,100-40.2% | $68,490-32.7% |
| Participation rate | 28.6% | 55.9%-27.4pp | 67.9%-39.4pp | 67.9%-39.3pp |
| Annual return | -15.32% | 1.73%-17.0pp | 42.35%-57.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,952 | $2,963+33.4% | $4,430-10.8% | $4,028-1.9% |
| Admin fee / account holder | $4,780 | $3,041+57.2% | $5,443-12.2% | $5,403-11.5% |