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 | $28,409 | $101,798-72.1% | $165,071-82.8% | $80,935-64.9% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.7%-3.4pp |
| Annual return | 44.13% | 16.73%+27.4pp | 70.17%-26.0pp | 35.66%+8.5pp |
| Employer contribution / active EE | $1,247 | $2,954-57.8% | $4,347-71.3% | $2,757-54.8% |
| Participant deferral / active EE | $3,083 | $4,476-31.1% | $6,035-48.9% | $4,299-28.3% |
| Admin fee / account holder | $5,736 | $8,221-30.2% | $12,695-54.8% | $6,924-17.2% |