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 | $20,121 | $91,525-78.0% | $130,026-84.5% | $75,181-73.2% |
| Participation rate | 61.7% | 71.4%-9.7pp | 78.5%-16.8pp | 67.2%-5.5pp |
| Annual return | 16.82% | -631.40%+648.2pp | -137.26%+154.1pp | 160.69%-143.9pp |
| Employer contribution / active EE | $979 | $2,844-65.6% | $4,321-77.3% | $2,671-63.3% |
| Participant deferral / active EE | $2,182 | $4,342-49.7% | $5,821-62.5% | $4,126-47.1% |
| Admin fee / account holder | $5,429 | $6,778-19.9% | $10,608-48.8% | $5,650-3.9% |