Filed December 30, 2022
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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 | $286,529 | $76,551+274.3% | $123,894+131.3% | $62,881+355.7% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | 11.11% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,531 | $2,882-12.2% | $4,617-45.2% | $2,281+11.0% |
| Participant deferral / active EE | $5,884 | $4,840+21.6% | $5,984-1.7% | $3,203+83.7% |
| Admin fee / account holder | $6,720 | $4,826+39.3% | $8,357-19.6% | $4,296+56.4% |