Filed October 16, 2017
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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 | $751,829 | $110,379+581.1% | $102,412+634.1% | $145,884+415.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.01% | 24.84%-5.8pp | 24.94%-5.9pp | 551.85%-532.8pp |
| Employer contribution / active EE | $6,059 | $4,216+43.7% | $3,870+56.6% | $4,662+30.0% |
| Participant deferral / active EE | $6,133 | $5,622+9.1% | $5,060+21.2% | $6,690-8.3% |
| Admin fee / account holder | $8,738 | $9,745-10.3% | $8,388+4.2% | $13,392-34.7% |