Filed June 29, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,948 | $77,419+304.2% | $69,461+350.5% | $152,885+104.7% |
| Participation rate | 55.6% | 78.1%-22.5pp | 74.6%-19.1pp | 82.5%-26.9pp |
| Annual return | 24.57% | 39.07%-14.5pp | 28.97%-4.4pp | 345.39%-320.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,386 | $4,414+90.0% | $3,536+137.2% | $5,851+43.3% |
| Admin fee / account holder | $158 | $6,207-97.5% | $3,840-95.9% | $11,598-98.6% |