Filed November 27, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,277,015 | $109,872+1062.3% | $98,483+1196.7% | $167,536+662.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 19.48% | 1959.31%-1939.8pp | 1494.38%-1474.9pp | 478.82%-459.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,000 | $4,673+92.6% | $4,276+110.5% | $6,342+41.9% |
| Admin fee / account holder | $696,554 | $6,757+10208.3% | $5,953+11601.5% | $12,315+5556.4% |