Filed December 5, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,679 | $72,272-39.6% | $101,264-56.9% | $79,858-45.3% |
| Participation rate | 30.3% | 68.5%-38.2pp | 75.8%-45.5pp | 69.6%-39.3pp |
| Annual return | 3.09% | 22.30%-19.2pp | 46.48%-43.4pp | 31.72%-28.6pp |
| Employer contribution / active EE | $1,409 | $2,692-47.7% | $3,660-61.5% | $2,471-43.0% |
| Participant deferral / active EE | $2,487 | $3,282-24.2% | $4,370-43.1% | $3,740-33.5% |
| Admin fee / account holder | $31,214 | $4,401+609.3% | $5,947+424.9% | $5,306+488.3% |