Filed May 5, 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 | $47,453 | $79,223-40.1% | $102,460-53.7% | $74,478-36.3% |
| Participation rate | 59.1% | 74.8%-15.7pp | 76.5%-17.5pp | 67.2%-8.2pp |
| Annual return | 15.72% | 54.98%-39.3pp | 29.47%-13.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $402 | $2,363-83.0% | $3,025-86.7% | $2,626-84.7% |
| Participant deferral / active EE | $2,347 | $4,417-46.9% | $5,056-53.6% | $4,350-46.1% |
| Admin fee / account holder | $11,276 | $2,003+463.0% | $9,460+19.2% | $1,946+479.5% |