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 | $114,712-3.7% | $173,730-36.4% | $87,485+26.3% |
| Participation rate | 64.9% | 73.0%-8.1pp | 79.6%-14.7pp | 68.9%-4.0pp |
| Annual return | 15.70% | 20.18%-4.5pp | 19.96%-4.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $472 | $2,904-83.7% | $4,577-89.7% | $2,596-81.8% |
| Participant deferral / active EE | $4,736 | $4,642+2.0% | $6,326-25.1% | $4,274+10.8% |
| Admin fee / account holder | $37,808 | $10,210+270.3% | $17,523+115.8% | $7,775+386.3% |