Filed March 11, 2020
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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 | $14,127 | $125,190-88.7% | $105,624-86.6% | $145,897-90.3% |
| Participation rate | 68.4% | 77.6%-9.2pp | 75.3%-6.9pp | 80.3%-11.9pp |
| Annual return | -38.92% | 225.22%-264.1pp | 116.20%-155.1pp | 552.29%-591.2pp |
| Employer contribution / active EE | $2,587 | $3,720-30.5% | $3,168-18.3% | $4,663-44.5% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,442 | $17,138-74.1% | $10,961-59.5% | $13,390-66.8% |