Filed January 2, 2023
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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 | $107,686 | $70,430+52.9% | $96,572+11.5% | $85,851+25.4% |
| Participation rate | 67.9% | 61.8%+6.0pp | 69.8%-2.0pp | 69.3%-1.5pp |
| Annual return | 15.59% | 18.58%-3.0pp | 37.79%-22.2pp | 318.63%-303.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,041 | $2,894+39.6% | $3,850+5.0% | $3,952+2.3% |
| Admin fee / account holder | $9,028 | $4,996+80.7% | $6,183+46.0% | $6,261+44.2% |