Filed October 14, 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 | $310,873 | $63,346+390.8% | $92,239+237.0% | $70,124+343.3% |
| Participation rate | 56.1% | 68.7%-12.6pp | 76.5%-20.4pp | 69.5%-13.4pp |
| Annual return | 6832143.00% | 530.19%+6831612.8pp | 176.29%+6831966.7pp | 73.14%+6832069.9pp |
| Employer contribution / active EE | $7,752 | $2,471+213.7% | $3,680+110.7% | $2,342+230.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,385 | $3,841-63.9% | $5,194-73.3% | $4,645-70.2% |