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 | $88,754+563.8% | $81,820+620.0% | $145,877+303.8% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 13.14% | 1031.77%-1018.6pp | 777.93%-764.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $6,914 | $3,085+124.1% | $2,915+137.2% | $4,663+48.3% |
| Participant deferral / active EE | $13,925 | $4,648+199.6% | $4,323+222.2% | $6,691+108.1% |
| Admin fee / account holder | $26,728 | $8,424+217.3% | $7,391+261.6% | $13,402+99.4% |