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 | $45,026 | $49,897-9.8% | $80,648-44.2% | $75,177-40.1% |
| Participation rate | 25.8% | 55.3%-29.5pp | 67.0%-41.2pp | 67.2%-41.4pp |
| Annual return | 17.94% | 34.68%-16.7pp | 937.21%-919.3pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,851 | $2,992+28.7% | $4,443-13.3% | $4,126-6.7% |
| Admin fee / account holder | $18,584 | $3,579+419.3% | $5,382+245.3% | $5,651+228.8% |