Filed June 22, 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 | $65,549 | $110,083-40.5% | $151,639-56.8% | $68,486-4.3% |
| Participation rate | 46.8% | 84.0%-37.2pp | 87.5%-40.7pp | 67.9%-21.1pp |
| Annual return | -16.53% | -10.12%-6.4pp | 3.34%-19.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,559 | $6,526-30.1% | $8,363-45.5% | $4,028+13.2% |
| Admin fee / account holder | $630 | $7,718-91.8% | $11,613-94.6% | $5,404-88.3% |