PLANSPONSOR - November/December 2017 - 40

BEST AND WORST INDUSTRIES
The 2017 DC Survey also sifted the data by industry. The tables below highlight the five best-performing and five worst-performing
industries as measured by a collection of key plan metrics. Complete reports contain data on over 65 elements of plan design. For more
information about PLANSPONSOR Industry Reports, contact Brian O'Keefe at brian.okeefe@strategic-i.com.
Participation Rate
1 Membership Organization/Industry Association
2 Labor Union
3 Financial Services
4 Utilities
5 Insurance/Reinsurance
44 Education: Higher ed
45 Government/Public works: City/Municipal
46 Retail
47 Government/Public works: County/State/Federal
48 Restaurant/Food service
Average Deferral Rate
1 Labor Union
2 Engineering
3 Financial Services
4 Membership Organization/Industry Association
5 Research & Development
44 Telecommunications
44 Restaurant/Food Service
44 Education: K - 12, preschool, day care
47 Automotive: Dealerships/Service
48 Equipment: Sales/Leasing/Service
Immediate Vesting
1 Education: K - 12, preschool, day care
2 Education: Higher Ed
3 Pharmaceuticals/Biotech
3 Labor Union
3 Government/Public works: City/Municipal
44 Healthcare Organization (not for profit)
45 Credit Union
46 Business Services/Staffing
47 Equipment: Sales/Leasing/Service
48 Automotive: Dealerships/Service
89.4%
89.2%
88.4%
88.0%
87.7%
67.9%
67.8%
66.3%
64.7%
58.6%
8.1%
8.0%
7.8%
7.7%
7.6%
5.7%
5.7%
5.7%
5.1%
4.9%
64.9%
51.4%
50.0%
50.0%
50.0%
26.6%
25.6%
25.0%
13.3%
9.1%
Average Account Balance
1 Law firm
2 Research & development
3 Utilities
4 Membership organization/Industry association
5 Oil & Gas/Energy
44 Automotive: Manufacturing/Parts
45 Government/Public works: County/State/Federal
46 Health care organization (not for profit)
47 Restaurant/Food Service
48 Education: K - 12, preschool, day care
Immediate Eligibility
1 Government/Public works: City/Municipal
2 Government/Public works: County/State/Federal
3 Education: K - 12, preschool, day care
4 Utilities
5 Health care organization (not for profit)
44 Retail
45 Equipment: Sales/Leasing/Service
46 Wholesale
47 Restaurant/Food Service
48 Automotive: Dealerships/Service
Automatic Enrollment
1 Automotive: Manufacturing/Parts
2 Equipment: Sales/Leasing/Service
3 Telecommunications
4 Manufacturing: Consumer Products
5 Utilities
44 Banking: Commercial/Retail
45 Consumer Services
46 Religious/Social Service Organizations
47 Restaurant/Food Service
48 Transportation/Airlines
$223,667
$157,652
$148,744
$125,949
$121,414
$60,303
$57,413
$48,501
$47,347
$45,100
82.6%
79.2%
75.8%
70.2%
65.9%
15.9%
15.8%
13.3%
13.3%
7.0%
65.5%
63.2%
63.0%
62.4%
54.3%
29.9%
29.5%
29.2%
29.0%
28.0%
40 PLANSPONSOR.com November-December 2017

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PLANSPONSOR - November/December 2017

Table of Contents for the Digital Edition of PLANSPONSOR - November/December 2017

Seeking Value
2017 DC Survey: Plan Benchmarking
2017 Research Year in Review
Owning a Piece of the Firm
Breaking Up With a Fund
Reporting Requirements
PLANSPONSOR - November/December 2017 - Cover1
PLANSPONSOR - November/December 2017 - Cover2
PLANSPONSOR - November/December 2017 - 1
PLANSPONSOR - November/December 2017 - 2
PLANSPONSOR - November/December 2017 - 3
PLANSPONSOR - November/December 2017 - 4
PLANSPONSOR - November/December 2017 - 5
PLANSPONSOR - November/December 2017 - 6
PLANSPONSOR - November/December 2017 - 7
PLANSPONSOR - November/December 2017 - 8
PLANSPONSOR - November/December 2017 - 9
PLANSPONSOR - November/December 2017 - 10
PLANSPONSOR - November/December 2017 - 11
PLANSPONSOR - November/December 2017 - 12
PLANSPONSOR - November/December 2017 - 13
PLANSPONSOR - November/December 2017 - 14
PLANSPONSOR - November/December 2017 - 15
PLANSPONSOR - November/December 2017 - 16
PLANSPONSOR - November/December 2017 - 17
PLANSPONSOR - November/December 2017 - 18
PLANSPONSOR - November/December 2017 - 19
PLANSPONSOR - November/December 2017 - 20
PLANSPONSOR - November/December 2017 - 21
PLANSPONSOR - November/December 2017 - Seeking Value
PLANSPONSOR - November/December 2017 - 23
PLANSPONSOR - November/December 2017 - 24
PLANSPONSOR - November/December 2017 - 25
PLANSPONSOR - November/December 2017 - 26
PLANSPONSOR - November/December 2017 - 27
PLANSPONSOR - November/December 2017 - 28
PLANSPONSOR - November/December 2017 - 29
PLANSPONSOR - November/December 2017 - 2017 DC Survey: Plan Benchmarking
PLANSPONSOR - November/December 2017 - 31
PLANSPONSOR - November/December 2017 - 32
PLANSPONSOR - November/December 2017 - 33
PLANSPONSOR - November/December 2017 - 34
PLANSPONSOR - November/December 2017 - 35
PLANSPONSOR - November/December 2017 - 36
PLANSPONSOR - November/December 2017 - 37
PLANSPONSOR - November/December 2017 - 38
PLANSPONSOR - November/December 2017 - 39
PLANSPONSOR - November/December 2017 - 40
PLANSPONSOR - November/December 2017 - 41
PLANSPONSOR - November/December 2017 - 42
PLANSPONSOR - November/December 2017 - 43
PLANSPONSOR - November/December 2017 - 44
PLANSPONSOR - November/December 2017 - 45
PLANSPONSOR - November/December 2017 - 2017 Research Year in Review
PLANSPONSOR - November/December 2017 - 47
PLANSPONSOR - November/December 2017 - 48
PLANSPONSOR - November/December 2017 - 49
PLANSPONSOR - November/December 2017 - 50
PLANSPONSOR - November/December 2017 - 51
PLANSPONSOR - November/December 2017 - 52
PLANSPONSOR - November/December 2017 - 53
PLANSPONSOR - November/December 2017 - Owning a Piece of the Firm
PLANSPONSOR - November/December 2017 - 55
PLANSPONSOR - November/December 2017 - 56
PLANSPONSOR - November/December 2017 - 57
PLANSPONSOR - November/December 2017 - Breaking Up With a Fund
PLANSPONSOR - November/December 2017 - 59
PLANSPONSOR - November/December 2017 - Reporting Requirements
PLANSPONSOR - November/December 2017 - 61
PLANSPONSOR - November/December 2017 - 62
PLANSPONSOR - November/December 2017 - 63
PLANSPONSOR - November/December 2017 - 64
PLANSPONSOR - November/December 2017 - Cover3
PLANSPONSOR - November/December 2017 - Cover4
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