Filed June 30, 2017
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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.)
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 | $21,476 | $82,028-73.8% | $123,105-82.6% | $59,633-64.0% |
| Participation rate | 55.3% | 83.2%-27.9pp | 86.8%-31.5pp | 68.7%-13.4pp |
| Annual return | -7.70% | 5.12%-12.8pp | 13.22%-20.9pp | 2041.45%-2049.2pp |
| Employer contribution / active EE | $668 | $3,297-79.7% | $5,151-87.0% | $2,203-69.7% |
| Participant deferral / active EE | $5,039 | $4,667+8.0% | $6,229-19.1% | $3,192+57.9% |
| Admin fee / account holder | $1,050 | $5,879-82.1% | $9,014-88.3% | $4,297-75.6% |