Filed December 14, 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 | $14,291 | $75,832-81.2% | $147,618-90.3% | $59,633-76.0% |
| Participation rate | 69.6% | 71.6%-1.9pp | 84.6%-15.0pp | 68.7%+1.0pp |
| Annual return | -2.38% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,813 | $3,131-42.1% | $4,895-63.0% | $3,192-43.2% |
| Admin fee / account holder | $551 | $5,986-90.8% | $11,612-95.3% | $4,297-87.2% |