Filed June 29, 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 | $604,299 | $81,664+640.0% | $70,476+757.4% | $158,966+280.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 17.60% | 208.59%-191.0pp | 109.12%-91.5pp | 302.95%-285.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,304 | $4,556+148.1% | $3,710+204.7% | $5,983+88.9% |
| Admin fee / account holder | $31,877 | $6,197+414.4% | $3,847+728.6% | $11,250+183.4% |