Filed August 16, 2018
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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.)
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 | $11,433 | $53,128-78.5% | $86,582-86.8% | $70,126-83.7% |
| Participation rate | 56.7% | 65.3%-8.6pp | 73.5%-16.9pp | 69.5%-12.9pp |
| Annual return | 15.61% | 27.66%-12.1pp | 965.08%-949.5pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,828 | $2,695-32.2% | $3,609-49.4% | $3,332-45.1% |
| Admin fee / account holder | $1,880 | $3,584-47.5% | $4,904-61.7% | $4,645-59.5% |