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 | $69,745-34.6% | $67,511-32.5% | $74,546-38.8% |
| Participation rate | 39.8% | 71.3%-31.5pp | 72.9%-33.0pp | 67.2%-27.4pp |
| Annual return | 14.42% | -40.37%+54.8pp | 3517.41%-3503.0pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $496 | $2,705-81.7% | $2,733-81.8% | $2,624-81.1% |
| Participant deferral / active EE | $3,106 | $3,636-14.6% | $4,000-22.4% | $4,347-28.6% |
| Admin fee / account holder | $3,504 | $894+292.0% | $3,999-12.4% | $1,944+80.3% |