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 | $78,567 | $140,578-44.1% | $100,671-22.0% | $125,388-37.3% |
| Participation rate | 68.4% | 80.4%-12.0pp | 70.7%-2.3pp | 83.2%-14.8pp |
| Annual return | -1.99% | 24.67%-26.7pp | 20.43%-22.4pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,385 | $5,965-76.8% | $4,012-65.5% | $4,866-71.5% |
| Participant deferral / active EE | $6,949 | $3,981+74.5% | $3,144+121.1% | $5,352+29.9% |
| Admin fee / account holder | $2,994 | $6,716-55.4% | $4,850-38.3% | $9,541-68.6% |