Filed December 3, 2018
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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 | $493,848 | $102,595+381.4% | $94,057+425.1% | $154,746+219.1% |
| Participation rate | 64.7% | 76.0%-11.3pp | 73.3%-8.6pp | 80.7%-16.0pp |
| Annual return | 13.28% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $10,080 | $3,147+220.3% | $2,933+243.7% | $4,379+130.2% |
| Participant deferral / active EE | $14,719 | $5,118+187.6% | $4,709+212.5% | $6,730+118.7% |
| Admin fee / account holder | $116,975 | $7,736+1412.1% | $7,244+1514.7% | $14,365+714.3% |