Filed September 26, 2017
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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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,153 | $84,236+255.1% | $170,435+75.5% | $70,126+326.6% |
| Participation rate | 60.7% | 70.8%-10.1pp | 83.6%-22.9pp | 69.5%-8.8pp |
| Annual return | 17.99% | 23.06%-5.1pp | 205.94%-187.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $5,529 | $3,387+63.2% | $5,432+1.8% | $2,343+136.0% |
| Participant deferral / active EE | $5,016 | $3,086+62.6% | $4,939+1.6% | $3,332+50.6% |
| Admin fee / account holder | $5,352 | $5,698-6.1% | $13,881-61.4% | $4,645+15.2% |