Filed October 31, 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 | $1,739 | $35,183-95.1% | $73,550-97.6% | $70,126-97.5% |
| Participation rate | 43.3% | 42.9%+0.4pp | 54.9%-11.6pp | 69.5%-26.2pp |
| Annual return | 22.59% | 26.90%-4.3pp | -15.16%+37.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $73 | $709-89.7% | $1,219-94.0% | $2,343-96.9% |
| Participant deferral / active EE | $369 | $1,220-69.8% | $1,804-79.6% | $3,332-88.9% |
| Admin fee / account holder | $347 | $2,302-84.9% | $2,320-85.0% | $4,645-92.5% |