Filed March 6, 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 | $52,152 | $51,638+1.0% | $129,406-59.7% | $80,959-35.6% |
| Participation rate | 48.9% | 56.9%-8.0pp | 69.6%-20.8pp | 67.7%-18.8pp |
| Annual return | 14.61% | 20.78%-6.2pp | 9468.18%-9453.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,551 | $2,670+70.4% | $4,167+9.2% | $4,300+5.8% |
| Admin fee / account holder | $1,818 | $4,313-57.9% | $7,689-76.4% | $6,925-73.8% |