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 | $51,606+1.1% | $129,339-59.7% | $80,911-35.5% |
| Participation rate | 48.9% | 57.0%-8.1pp | 69.6%-20.7pp | 67.6%-18.8pp |
| Annual return | 14.61% | 20.76%-6.2pp | 9437.05%-9422.4pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,551 | $2,669+70.5% | $4,170+9.1% | $4,297+5.9% |
| Admin fee / account holder | $1,818 | $4,310-57.8% | $7,668-76.3% | $6,935-73.8% |