Filed October 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,005 | $80,983-22.2% | $96,544-34.7% | $75,177-16.2% |
| Participation rate | 32.8% | 71.8%-39.0pp | 76.0%-43.2pp | 67.2%-34.4pp |
| Annual return | 12.77% | 27.05%-14.3pp | 25.88%-13.1pp | 160.75%-148.0pp |
| Employer contribution / active EE | $553 | $2,282-75.8% | $2,966-81.4% | $2,671-79.3% |
| Participant deferral / active EE | $2,173 | $3,929-44.7% | $4,851-55.2% | $4,126-47.3% |
| Admin fee / account holder | $42,513 | $6,717+533.0% | $8,254+415.0% | $5,651+652.3% |