Filed January 15, 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 | $14,156 | $46,697-69.7% | $117,529-88.0% | $68,490-79.3% |
| Participation rate | 54.0% | 56.8%-2.8pp | 70.6%-16.6pp | 67.9%-13.9pp |
| Annual return | -13.96% | -14.52%+0.6pp | 29.77%-43.7pp | -7.85%-6.1pp |
| Employer contribution / active EE | $112 | $1,506-92.5% | $4,179-97.3% | $2,597-95.7% |
| Participant deferral / active EE | $1,115 | $2,637-57.7% | $4,072-72.6% | $4,028-72.3% |
| Admin fee / account holder | $11,219 | $4,023+178.9% | $5,645+98.7% | $5,403+107.7% |