Filed August 21, 2017
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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 | $22,513 | $65,376-65.6% | $87,104-74.2% | $65,185-65.5% |
| Participation rate | 50.8% | 75.3%-24.6pp | 76.9%-26.1pp | 70.2%-19.4pp |
| Annual return | 29.83% | 31.27%-1.4pp | 28.19%+1.6pp | 29.38%+0.4pp |
| Employer contribution / active EE | $739 | $1,822-59.4% | $2,521-70.7% | $2,177-66.0% |
| Participant deferral / active EE | $1,781 | $3,388-47.4% | $4,048-56.0% | $3,514-49.3% |
| Admin fee / account holder | $10,017 | $520+1827.4% | $7,491+33.7% | $847+1082.4% |