Filed February 4, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,508 | $101,795+3.6% | $165,100-36.1% | $80,959+30.3% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 14.77% | 16.73%-2.0pp | 70.21%-55.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $627 | $2,954-78.8% | $4,348-85.6% | $2,757-77.3% |
| Participant deferral / active EE | $5,293 | $4,476+18.3% | $6,035-12.3% | $4,300+23.1% |
| Admin fee / account holder | $11,080 | $8,221+34.8% | $12,696-12.7% | $6,925+60.0% |