Filed August 30, 2016
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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 | $11,517 | $42,383-72.8% | $76,518-84.9% | $64,173-82.1% |
| Participation rate | 26.2% | 58.1%-32.0pp | 68.0%-41.8pp | 69.6%-43.4pp |
| Annual return | -64.45% | -16.54%-47.9pp | -0.27%-64.2pp | 7.63%-72.1pp |
| Employer contribution / active EE | $27 | $1,563-98.3% | $2,647-99.0% | $2,381-98.9% |
| Participant deferral / active EE | $824 | $2,566-67.9% | $3,836-78.5% | $3,470-76.2% |
| Admin fee / account holder | $454 | $3,198-85.8% | $4,849-90.6% | $4,887-90.7% |