Filed July 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,847 | $60,442+146.3% | $96,754+53.8% | $87,485+70.1% |
| Participation rate | 20.0% | 58.7%-38.7pp | 70.3%-50.3pp | 68.9%-48.9pp |
| Annual return | 12.41% | 21.97%-9.6pp | 82.04%-69.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $556 | $1,691-67.1% | $2,679-79.3% | $2,596-78.6% |
| Participant deferral / active EE | $2,755 | $3,280-16.0% | $4,758-42.1% | $4,274-35.5% |
| Admin fee / account holder | $30,118 | $5,069+494.1% | $8,905+238.2% | $7,775+287.4% |