Filed March 10, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $655,526 | $96,678+578.1% | $86,640+656.6% | $139,466+370.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.58% | 106.69%-92.1pp | 592.52%-577.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $5,985 | $3,265+83.3% | $3,024+97.9% | $4,754+25.9% |
| Participant deferral / active EE | $12,231 | $4,837+152.9% | $4,438+175.6% | $6,712+82.2% |
| Admin fee / account holder | $597 | $6,410-90.7% | $5,616-89.4% | $11,409-94.8% |