Filed February 7, 2019
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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 | $55,005 | $110,083-50.0% | $151,639-63.7% | $68,486-19.7% |
| Participation rate | 64.9% | 84.0%-19.1pp | 87.5%-22.6pp | 67.9%-3.0pp |
| Annual return | -20.91% | -10.12%-10.8pp | 3.34%-24.2pp | -7.85%-13.1pp |
| Employer contribution / active EE | $656 | $4,470-85.3% | $6,165-89.4% | $2,597-74.7% |
| Participant deferral / active EE | $7,376 | $6,526+13.0% | $8,363-11.8% | $4,028+83.1% |
| Admin fee / account holder | $832 | $7,718-89.2% | $11,613-92.8% | $5,404-84.6% |