Filed March 1, 2023
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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 | $45,601 | $69,708-34.6% | $67,560-32.5% | $74,478-38.8% |
| Participation rate | 39.8% | 71.4%-31.6pp | 72.9%-33.1pp | 67.2%-27.4pp |
| Annual return | 14.42% | -40.67%+55.1pp | 3533.50%-3519.1pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $496 | $2,715-81.7% | $2,737-81.9% | $2,626-81.1% |
| Participant deferral / active EE | $3,106 | $3,637-14.6% | $4,004-22.4% | $4,350-28.6% |
| Admin fee / account holder | $3,504 | $887+295.0% | $3,994-12.3% | $1,946+80.1% |