Filed February 9, 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 | $9,022 | $97,732-90.8% | $83,831-89.2% | $135,380-93.3% |
| Participation rate | 47.4% | 80.0%-32.6pp | 76.1%-28.8pp | 82.6%-35.3pp |
| Annual return | 28.28% | 1287.56%-1259.3pp | 850.99%-822.7pp | 519.81%-491.5pp |
| Employer contribution / active EE | $877 | $4,222-79.2% | $3,631-75.9% | $4,779-81.7% |
| Participant deferral / active EE | $2,294 | $4,683-51.0% | $4,082-43.8% | $5,609-59.1% |
| Admin fee / account holder | $836 | $6,675-87.5% | $5,479-84.7% | $10,828-92.3% |