Filed May 9, 2019 (most recent of 3 filings on file)
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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 | $28,336 | $78,707-64.0% | $117,861-76.0% | $70,126-59.6% |
| Participation rate | 67.7% | 73.2%-5.5pp | 79.7%-11.9pp | 69.5%-1.8pp |
| Annual return | 16.03% | 23.30%-7.3pp | 335.11%-319.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,142 | $2,223-3.7% | $3,786-43.4% | $2,343-8.6% |
| Participant deferral / active EE | $2,520 | $3,297-23.6% | $4,482-43.8% | $3,332-24.4% |
| Admin fee / account holder | $6,556 | $5,066+29.4% | $8,021-18.3% | $4,645+41.1% |