Filed March 17, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,027 | $107,368-68.3% | $92,915-63.4% | $152,909-77.7% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.5%-35.1pp |
| Annual return | 23.62% | 145.64%-122.0pp | 109.45%-85.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,457 | $4,848+12.6% | $4,238+28.8% | $5,851-6.7% |
| Admin fee / account holder | $3,204 | $7,082-54.8% | $5,796-44.7% | $11,601-72.4% |