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 | $69,774-34.6% | $67,561-32.5% | $74,429-38.7% |
| Participation rate | 39.8% | 71.4%-31.5pp | 72.9%-33.1pp | 67.2%-27.4pp |
| Annual return | 14.42% | -40.53%+54.9pp | 3525.44%-3511.0pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $496 | $2,710-81.7% | $2,735-81.9% | $2,625-81.1% |
| Participant deferral / active EE | $3,106 | $3,636-14.6% | $4,003-22.4% | $4,348-28.6% |
| Admin fee / account holder | $3,504 | $890+293.9% | $4,006-12.5% | $1,944+80.2% |