Filed May 10, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,549 | $100,033-78.5% | $149,716-85.6% | $70,124-69.3% |
| Participation rate | 48.7% | 83.6%-34.9pp | 87.1%-38.3pp | 69.5%-20.8pp |
| Annual return | 19.01% | 27.43%-8.4pp | 1501.67%-1482.7pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $929 | $4,982-81.4% | $6,568-85.9% | $3,332-72.1% |
| Admin fee / account holder | $790 | $8,285-90.5% | $11,282-93.0% | $4,645-83.0% |