Filed March 26, 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 | $25,157 | $94,529-73.4% | $140,019-82.0% | $64,173-60.8% |
| Participation rate | 69.4% | 84.1%-14.7pp | 87.5%-18.1pp | 69.6%-0.2pp |
| Annual return | -6.74% | 7.77%-14.5pp | 651.17%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,874 | $3,812-50.8% | $5,605-66.6% | $2,381-21.3% |
| Participant deferral / active EE | $3,271 | $5,250-37.7% | $6,927-52.8% | $3,470-5.7% |
| Admin fee / account holder | $2,399 | $6,741-64.4% | $10,705-77.6% | $4,887-50.9% |