Filed November 1, 2023
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,183 | $53,063+224.5% | $124,206+38.6% | $82,637+108.4% |
| Participation rate | 43.8% | 58.4%-14.7pp | 69.6%-25.8pp | 68.1%-24.3pp |
| Annual return | 14.86% | 68.87%-54.0pp | 515.27%-500.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,250 | $1,530-18.3% | $3,540-64.7% | $2,552-51.0% |
| Participant deferral / active EE | $6,914 | $2,644+161.5% | $3,968+74.3% | $4,126+67.6% |
| Admin fee / account holder | $15,074 | $4,281+252.1% | $5,929+154.3% | $7,339+105.4% |