Filed May 25, 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 | $1,643,333 | $138,076+1090.2% | $123,553+1230.1% | $135,380+1113.9% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | 49.49% | 153.70%-104.2pp | 119.21%-69.7pp | 519.81%-470.3pp |
| Employer contribution / active EE | $23,490 | $5,152+356.0% | $4,628+407.6% | $4,779+391.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $66,268 | $10,917+507.0% | $9,284+613.7% | $10,828+512.0% |