Filed October 5, 2015 (most recent of 2 filings on file)
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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.)
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 | $33,650 | $110,083-69.4% | $151,639-77.8% | $68,486-50.9% |
| Participation rate | 57.9% | 84.0%-26.1pp | 87.5%-29.6pp | 67.9%-10.0pp |
| Annual return | -19.09% | -10.12%-9.0pp | 3.34%-22.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,450 | $4,470-67.6% | $6,165-76.5% | $2,597-44.2% |
| Participant deferral / active EE | $2,273 | $6,526-65.2% | $8,363-72.8% | $4,028-43.6% |
| Admin fee / account holder | $1,363 | $7,718-82.3% | $11,613-88.3% | $5,404-74.8% |