Filed February 17, 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 | $29,832 | $127,387-76.6% | $115,038-74.1% | $125,389-76.2% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -2.74% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $795 | $5,166-84.6% | $4,608-82.7% | $4,866-83.7% |
| Participant deferral / active EE | $2,342 | $6,423-63.5% | $6,026-61.1% | $5,352-56.2% |
| Admin fee / account holder | $2,683 | $9,516-71.8% | $8,175-67.2% | $9,541-71.9% |