Filed January 13, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,008 | $85,766-81.3% | $136,297-88.3% | $70,124-77.2% |
| Participation rate | 58.8% | 74.2%-15.3pp | 81.9%-23.1pp | 69.5%-10.7pp |
| Annual return | 26.64% | 31.45%-4.8pp | 5156.19%-5129.6pp | 73.14%-46.5pp |
| Employer contribution / active EE | $2,059 | $2,966-30.6% | $4,696-56.2% | $2,342-12.1% |
| Participant deferral / active EE | $3,985 | $5,051-21.1% | $6,247-36.2% | $3,332+19.6% |
| Admin fee / account holder | $1,113 | $5,420-79.5% | $9,244-88.0% | $4,645-76.0% |