Filed June 14, 2019
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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 | $172,106 | $71,878+139.4% | $86,698+98.5% | $68,486+151.3% |
| Participation rate | 63.0% | 72.2%-9.3pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -19.42% | 3.53%-23.0pp | 35.95%-55.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,418 | $2,173+57.3% | $2,837+20.5% | $2,597+31.6% |
| Participant deferral / active EE | $7,652 | $3,779+102.5% | $4,656+64.3% | $4,028+90.0% |
| Admin fee / account holder | $974 | $6,113-84.1% | $7,493-87.0% | $5,404-82.0% |