Filed October 11, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,703 | $98,240+36.1% | $82,312+62.4% | $147,586-9.4% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.3pp | 82.8%-19.2pp |
| Annual return | 18.83% | 30.85%-12.0pp | 25.88%-7.0pp | 578.59%-559.8pp |
| Employer contribution / active EE | $4,879 | $3,192+52.9% | $2,428+100.9% | $4,8760% |
| Participant deferral / active EE | $6,358 | $4,383+45.1% | $3,706+71.6% | $5,439+16.9% |
| Admin fee / account holder | $447 | $8,563-94.8% | $5,608-92.0% | $10,886-95.9% |