Filed January 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,986 | $70,366-13.3% | $66,674-8.5% | $138,895-56.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 12.41% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,822 | $2,765-34.1% | $2,620-30.5% | $4,194-56.6% |
| Participant deferral / active EE | $5,983 | $4,374+36.8% | $4,084+46.5% | $6,396-6.5% |
| Admin fee / account holder | $18,508 | $5,262+251.7% | $5,098+263.0% | $12,562+47.3% |