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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,192 | $32,117-90.1% | $71,089-95.5% | $64,173-95.0% |
| Participation rate | 39.0% | 42.7%-3.7pp | 54.6%-15.7pp | 69.6%-30.6pp |
| Annual return | -15.50% | -5.57%-9.9pp | 650.65%-666.1pp | 7.63%-23.1pp |
| Employer contribution / active EE | $80 | $712-88.8% | $1,088-92.7% | $2,381-96.7% |
| Participant deferral / active EE | $480 | $1,263-62.0% | $1,873-74.4% | $3,470-86.2% |
| Admin fee / account holder | $446 | $2,759-83.8% | $3,082-85.5% | $4,887-90.9% |