Filed April 27, 2015
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $30,060 | $100,041-70.0% | $149,718-79.9% | $70,131-57.1% |
| Participation rate | 65.7% | 83.6%-17.9pp | 87.1%-21.4pp | 69.5%-3.8pp |
| Annual return | 17.74% | 27.43%-9.7pp | 1501.70%-1484.0pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,995 | $4,983-60.0% | $6,568-69.6% | $3,332-40.1% |
| Admin fee / account holder | $3,657 | $8,286-55.9% | $11,283-67.6% | $4,645-21.3% |