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 | $212,386+114.9% | $199,883+128.3% | $138,895+228.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 15.77% | 47.75%-32.0pp | 43.81%-28.0pp | 145.39%-129.6pp |
| Employer contribution / active EE | $4,309 | $6,625-35.0% | $6,261-31.2% | $4,194+2.7% |
| Participant deferral / active EE | $8,473 | $9,617-11.9% | $9,138-7.3% | $6,396+32.5% |
| Admin fee / account holder | $2,028 | $18,233-88.9% | $17,268-88.3% | $12,562-83.9% |