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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,231 | $125,797-46.6% | $170,043-60.5% | $75,173-10.6% |
| Participation rate | 61.5% | 83.6%-22.1pp | 87.0%-25.5pp | 67.2%-5.7pp |
| Annual return | 19.90% | 27.20%-7.3pp | 53.40%-33.5pp | 160.72%-140.8pp |
| Employer contribution / active EE | $727 | $4,616-84.2% | $6,790-89.3% | $2,671-72.8% |
| Participant deferral / active EE | $7,921 | $6,838+15.8% | $10,410-23.9% | $4,126+92.0% |
| Admin fee / account holder | $3,633 | $8,177-55.6% | $12,824-71.7% | $5,651-35.7% |