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 | $67,894+648.0% | $89,340+468.5% | $82,448+516.0% |
| Participation rate | 55.3% | 64.0%-8.7pp | 69.6%-14.2pp | 68.1%-12.7pp |
| Annual return | 13.01% | 19.21%-6.2pp | 20.57%-7.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,271 | $3,072+39.0% | $3,823+11.7% | $4,139+3.2% |
| Admin fee / account holder | $127,323 | $5,723+2124.8% | $6,704+1799.3% | $7,234+1660.0% |