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 | $114,938 | $91,536+25.6% | $130,062-11.6% | $75,177+52.9% |
| Participation rate | 63.2% | 71.5%-8.3pp | 78.5%-15.3pp | 67.2%-4.0pp |
| Annual return | 17.38% | -631.62%+649.0pp | -137.37%+154.8pp | 160.75%-143.4pp |
| Employer contribution / active EE | $604 | $2,845-78.8% | $4,322-86.0% | $2,671-77.4% |
| Participant deferral / active EE | $5,029 | $4,343+15.8% | $5,821-13.6% | $4,126+21.9% |
| Admin fee / account holder | $901 | $6,780-86.7% | $10,601-91.5% | $5,651-84.1% |