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 | $3,120 | $32,117-90.3% | $71,089-95.6% | $64,173-95.1% |
| Participation rate | 42.3% | 42.7%-0.4pp | 54.6%-12.3pp | 69.6%-27.3pp |
| Annual return | -5.71% | -5.57%-0.1pp | 650.65%-656.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $95 | $712-86.6% | $1,088-91.2% | $2,381-96.0% |
| Participant deferral / active EE | $603 | $1,263-52.2% | $1,873-67.8% | $3,470-82.6% |
| Admin fee / account holder | $354 | $2,759-87.2% | $3,082-88.5% | $4,887-92.8% |