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 | $107,028 | $81,870+30.7% | $119,634-10.5% | $68,490+56.3% |
| Participation rate | 62.7% | 71.9%-9.1pp | 79.3%-16.5pp | 67.9%-5.2pp |
| Annual return | -18.24% | -23.82%+5.6pp | -14.98%-3.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $657 | $2,692-75.6% | $4,232-84.5% | $2,597-74.7% |
| Participant deferral / active EE | $5,544 | $4,148+33.6% | $5,601-1.0% | $4,028+37.6% |
| Admin fee / account holder | $7,027 | $6,583+6.7% | $10,329-32.0% | $5,403+30.1% |