Filed April 12, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,192 | $91,179-87.7% | $178,499-93.7% | $79,852-86.0% |
| Participation rate | 35.1% | 69.2%-34.1pp | 81.9%-46.8pp | 69.6%-34.5pp |
| Annual return | 14.20% | 24.19%-10.0pp | 151.10%-136.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $701 | $3,256-78.5% | $5,011-86.0% | $2,471-71.6% |
| Participant deferral / active EE | $1,667 | $3,236-48.5% | $5,202-68.0% | $3,740-55.4% |
| Admin fee / account holder | $2,404 | $6,749-64.4% | $13,986-82.8% | $5,306-54.7% |