Filed July 8, 2019
Total covered: 2 employees
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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 | $4,699 | $56,894-91.7% | $84,753-94.5% | $62,881-92.5% |
| Participation rate | 51.4% | 68.5%-17.1pp | 76.6%-25.2pp | 69.3%-17.9pp |
| Annual return | 21.58% | 6.30%+15.3pp | 22.78%-1.2pp | 20.14%+1.4pp |
| Employer contribution / active EE | $1,063 | $2,400-55.7% | $3,574-70.3% | $2,281-53.4% |
| Participant deferral / active EE | $1,134 | $2,709-58.1% | $3,712-69.4% | $3,203-64.6% |
| Admin fee / account holder | $510 | $3,581-85.8% | $5,333-90.4% | $4,296-88.1% |