Filed March 17, 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 | $49,836 | $95,975-48.1% | $74,552-33.2% | $135,382-63.2% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -8.51% | 56.96%-65.5pp | 32.53%-41.0pp | 519.77%-528.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,873 | $3,844-25.3% | $3,108-7.6% | $5,609-48.8% |
| Admin fee / account holder | $1,563 | $6,522-76.0% | $5,060-69.1% | $10,829-85.6% |