Filed May 22, 2017
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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.)
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 | $9,373 | $48,053-80.5% | $84,637-88.9% | $72,976-87.2% |
| Participation rate | 58.5% | 57.6%+0.9pp | 68.2%-9.8pp | 69.5%-11.0pp |
| Annual return | 29.96% | 37.39%-7.4pp | 258.82%-228.9pp | 81.02%-51.1pp |
| Employer contribution / active EE | $822 | $1,602-48.7% | $2,653-69.0% | $2,440-66.3% |
| Participant deferral / active EE | $2,017 | $2,681-24.8% | $3,900-48.3% | $3,608-44.1% |
| Admin fee / account holder | $882 | $3,395-74.0% | $4,914-82.0% | $5,124-82.8% |