Filed January 16, 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.
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 | $9,417 | $91,559-89.7% | $133,978-93.0% | $79,856-88.2% |
| Participation rate | 5.7% | 73.3%-67.7pp | 79.8%-74.2pp | 69.6%-64.0pp |
| Annual return | -84.82% | 61.85%-146.7pp | 45.10%-129.9pp | 31.71%-116.5pp |
| Employer contribution / active EE | $3,365 | $2,384+41.2% | $3,919-14.1% | $2,471+36.2% |
| Participant deferral / active EE | $7,547 | $3,734+102.1% | $5,047+49.5% | $3,741+101.8% |
| Admin fee / account holder | $274,099 | $6,321+4236.2% | $8,930+2969.4% | $5,306+5065.4% |