Filed March 24, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,102 | $63,764-77.9% | $81,926-82.8% | $79,858-82.3% |
| Participation rate | 33.9% | 67.5%-33.6pp | 72.0%-38.1pp | 69.6%-35.8pp |
| Annual return | 18.66% | 22.66%-4.0pp | 29.49%-10.8pp | 31.72%-13.1pp |
| Employer contribution / active EE | $207 | $1,795-88.5% | $4,310-95.2% | $2,471-91.6% |
| Participant deferral / active EE | $1,077 | $2,780-61.3% | $7,108-84.8% | $3,740-71.2% |
| Admin fee / account holder | $1,131 | $4,426-74.4% | $5,159-78.1% | $5,306-78.7% |