Filed February 5, 2021
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,639 | $198,457-94.1% | $170,435-93.2% | $147,586-92.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 26.95% | 257.30%-230.4pp | 205.94%-179.0pp | 578.59%-551.6pp |
| Employer contribution / active EE | $894 | $6,183-85.5% | $5,432-83.5% | $4,876-81.7% |
| Participant deferral / active EE | $2,051 | $5,629-63.6% | $4,939-58.5% | $5,439-62.3% |
| Admin fee / account holder | $1,328 | $16,852-92.1% | $13,881-90.4% | $10,886-87.8% |