Filed March 26, 2021
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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 | $589,116 | $88,815+563.3% | $81,882+619.5% | $145,897+303.8% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 13.14% | 1033.75%-1020.6pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $6,914 | $3,086+124.0% | $2,916+137.1% | $4,663+48.3% |
| Participant deferral / active EE | $13,925 | $4,647+199.6% | $4,323+222.1% | $6,689+108.2% |
| Admin fee / account holder | $26,728 | $8,434+216.9% | $7,360+263.2% | $13,390+99.6% |