Filed August 24, 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,749,003 | $148,582+1077.1% | $135,942+1186.6% | $139,456+1154.2% |
| Participation rate | 15.4% | 83.9%-68.5pp | 81.9%-66.5pp | 80.3%-64.9pp |
| Annual return | 19.13% | 79.26%-60.1pp | 68.28%-49.1pp | 373.45%-354.3pp |
| Employer contribution / active EE | $21,449 | $5,245+309.0% | $4,858+341.6% | $4,753+351.3% |
| Participant deferral / active EE | $29,114 | $8,101+259.4% | $7,759+275.2% | $6,711+333.8% |
| Admin fee / account holder | $174,678 | $12,402+1308.4% | $10,764+1522.8% | $11,407+1431.3% |