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 | $72,071+585.2% | $68,368+622.3% | $137,256+259.8% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.0%-15.3pp |
| Annual return | 13.28% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $10,080 | $2,788+261.6% | $2,649+280.5% | $4,156+142.5% |
| Participant deferral / active EE | $14,719 | $4,410+233.8% | $4,123+257.0% | $6,407+129.7% |
| Admin fee / account holder | $116,975 | $5,336+2092.4% | $5,150+2171.5% | $12,270+853.3% |