Filed August 6, 2019
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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 | $8,285 | $160,040-94.8% | $147,096-94.4% | $145,877-94.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.27% | 98.49%-83.2pp | 419.75%-404.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,836 | $5,289-46.4% | $4,936-42.5% | $4,663-39.2% |
| Participant deferral / active EE | $3,501 | $8,429-58.5% | $8,071-56.6% | $6,691-47.7% |
| Admin fee / account holder | $596 | $15,050-96.0% | $13,005-95.4% | $13,402-95.6% |