Filed September 27, 2023
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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 | $456,332 | $223,823+103.9% | $211,142+116.1% | $154,746+194.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 15.77% | 50.39%-34.6pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,309 | $6,787-36.5% | $6,442-33.1% | $4,379-1.6% |
| Participant deferral / active EE | $8,473 | $9,750-13.1% | $9,284-8.7% | $6,730+25.9% |
| Admin fee / account holder | $2,028 | $19,707-89.7% | $19,076-89.4% | $14,365-85.9% |