Filed April 12, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,661 | $78,428-46.9% | $95,960-56.6% | $79,852-47.8% |
| Participation rate | 58.4% | 73.5%-15.1pp | 77.1%-18.6pp | 69.6%-11.2pp |
| Annual return | 1.52% | 19.37%-17.9pp | 91.63%-90.1pp | 31.72%-30.2pp |
| Employer contribution / active EE | $814 | $1,945-58.1% | $2,541-68.0% | $2,471-67.0% |
| Participant deferral / active EE | $3,375 | $3,440-1.9% | $4,167-19.0% | $3,740-9.8% |
| Admin fee / account holder | $16,840 | $5,622+199.5% | $6,797+147.8% | $5,306+217.4% |