Filed July 27, 2016
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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 | $313,509 | $99,011+216.6% | $86,582+262.1% | $147,586+112.4% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 16.45% | 1312.75%-1296.3pp | 965.08%-948.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $8,830 | $3,132+181.9% | $2,839+211.0% | $4,876+81.1% |
| Participant deferral / active EE | $5,625 | $3,972+41.6% | $3,609+55.9% | $5,439+3.4% |
| Admin fee / account holder | $12,318 | $5,709+115.8% | $4,904+151.2% | $10,886+13.2% |