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 | $507,858 | $72,607+599.5% | $90,259+462.7% | $87,485+480.5% |
| Participation rate | 55.3% | 64.8%-9.5pp | 70.7%-15.4pp | 68.9%-13.6pp |
| Annual return | 13.01% | 18.59%-5.6pp | 18.88%-5.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,271 | $3,055+39.8% | $3,827+11.6% | $4,274-0.1% |
| Admin fee / account holder | $127,323 | $5,947+2041.1% | $7,267+1652.0% | $7,775+1537.6% |