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 | $114,013+333.2% | $103,693+376.3% | $155,188+218.2% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.9pp | 80.8%-16.1pp |
| Annual return | 13.28% | 49.31%-36.0pp | 47.61%-34.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $10,080 | $3,131+221.9% | $2,920+245.2% | $4,248+137.3% |
| Participant deferral / active EE | $14,719 | $4,970+196.2% | $4,579+221.4% | $6,531+125.4% |
| Admin fee / account holder | $116,975 | $8,407+1291.4% | $7,858+1388.6% | $14,480+707.9% |