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 | $1,867 | $35,183-94.7% | $73,550-97.5% | $70,126-97.3% |
| Participation rate | 30.8% | 42.9%-12.2pp | 54.9%-24.2pp | 69.5%-38.8pp |
| Annual return | 53.95% | 26.90%+27.0pp | -15.16%+69.1pp | 73.15%-19.2pp |
| Employer contribution / active EE | $60 | $709-91.5% | $1,219-95.1% | $2,343-97.4% |
| Participant deferral / active EE | $350 | $1,220-71.3% | $1,804-80.6% | $3,332-89.5% |
| Admin fee / account holder | $716 | $2,302-68.9% | $2,320-69.1% | $4,645-84.6% |