Filed March 8, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,447 | $217,392+21.2% | $185,818+41.8% | $167,497+57.3% |
| Participation rate | 41.2% | 86.0%-44.9pp | 81.7%-40.5pp | 82.1%-40.9pp |
| Annual return | 12.82% | 148.37%-135.6pp | 122.06%-109.2pp | 478.62%-465.8pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,645 | $6,357-58.4% | $5,568-52.5% | $6,341-58.3% |
| Admin fee / account holder | $50,518 | $19,813+155.0% | $16,239+211.1% | $12,310+310.4% |