Filed January 28, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,952 | $78,425+221.3% | $95,956+162.6% | $79,858+215.5% |
| Participation rate | 6.4% | 73.5%-67.1pp | 77.1%-70.7pp | 69.6%-63.3pp |
| Annual return | 14.63% | 19.37%-4.7pp | 91.63%-77.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $645 | $1,945-66.8% | $2,541-74.6% | $2,471-73.9% |
| Participant deferral / active EE | $638 | $3,440-81.5% | $4,167-84.7% | $3,740-82.9% |
| Admin fee / account holder | $534 | $5,622-90.5% | $6,797-92.1% | $5,306-89.9% |