Filed July 30, 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 | $14,545 | $46,732-68.9% | $156,551-90.7% | $55,167-73.6% |
| Participation rate | 34.0% | 65.8%-31.8pp | 84.0%-50.0pp | 69.0%-35.0pp |
| Annual return | 6.43% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $226 | $2,105-89.3% | $5,501-95.9% | $1,963-88.5% |
| Participant deferral / active EE | $737 | $2,204-66.6% | $4,871-84.9% | $3,054-75.9% |
| Admin fee / account holder | $1,797 | $418+329.6% | $13,028-86.2% | $504+256.7% |