Filed April 17, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,012 | $99,380+280.4% | $90,312+318.6% | $155,188+143.6% |
| Participation rate | 50.0% | 77.3%-27.3pp | 72.9%-22.9pp | 80.8%-30.8pp |
| Annual return | 21.22% | 19.35%+1.9pp | 18.90%+2.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $1,585 | $2,390-33.7% | $2,243-29.3% | $4,248-62.7% |
| Participant deferral / active EE | $7,271 | $4,212+72.6% | $3,749+93.9% | $6,531+11.3% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |