Filed July 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,299 | $41,150-14.2% | $80,627-56.2% | $71,511-50.6% |
| Participation rate | 23.2% | 50.3%-27.1pp | 67.0%-43.8pp | 67.9%-44.7pp |
| Annual return | 12.63% | 38.48%-25.8pp | 936.76%-924.1pp | 28.86%-16.2pp |
| Employer contribution / active EE | $108 | $1,515-92.9% | $2,723-96.0% | $2,589-95.8% |
| Participant deferral / active EE | $1,044 | $2,701-61.3% | $4,443-76.5% | $4,291-75.7% |
| Admin fee / account holder | $10,463 | $1,841+468.2% | $5,381+94.5% | $1,588+558.7% |