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 | $106,974+253.4% | $90,796+316.3% | $138,895+172.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 21.22% | 20.10%+1.1pp | 19.29%+1.9pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,585 | $2,609-39.3% | $2,294-30.9% | $4,194-62.2% |
| Participant deferral / active EE | $7,271 | $4,455+63.2% | $3,822+90.3% | $6,396+13.7% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |