Filed July 18, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $604,531 | $63,845+846.9% | $81,370+642.9% | $80,959+646.7% |
| Participation rate | 52.0% | 63.9%-11.8pp | 69.5%-17.5pp | 67.7%-15.6pp |
| Annual return | 13.83% | 16.37%-2.5pp | 24.85%-11.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $125 | $1,980-93.7% | $2,464-94.9% | $2,757-95.5% |
| Participant deferral / active EE | $3,818 | $3,093+23.4% | $3,885-1.7% | $4,300-11.2% |
| Admin fee / account holder | $9,691 | $5,688+70.4% | $5,749+68.6% | $6,925+39.9% |