Filed July 12, 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 | $298,355 | $209,336+42.5% | $197,124+51.4% | $137,256+117.4% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 11.84% | 48.09%-36.2pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $25,819 | $6,591+291.8% | $6,227+314.6% | $4,156+521.3% |
| Participant deferral / active EE | $29,260 | $9,614+204.3% | $9,135+220.3% | $6,407+356.7% |
| Admin fee / account holder | $123,216 | $17,308+611.9% | $16,298+656.0% | $12,270+904.2% |