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 | $110,488 | $108,825+1.5% | $156,181-29.3% | $82,448+34.0% |
| Participation rate | 64.9% | 72.4%-7.5pp | 78.8%-13.9pp | 68.1%-3.2pp |
| Annual return | 15.70% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $472 | $2,870-83.5% | $4,294-89.0% | $2,551-81.5% |
| Participant deferral / active EE | $4,736 | $4,577+3.5% | $6,132-22.8% | $4,139+14.4% |
| Admin fee / account holder | $37,808 | $9,341+304.8% | $14,586+159.2% | $7,234+422.6% |