Filed August 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,157 | $111,535-61.3% | $105,223-59.0% | $137,256-68.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 11.35% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,745 | $3,939-4.9% | $3,689+1.5% | $4,156-9.9% |
| Participant deferral / active EE | $12,986 | $5,500+136.1% | $5,072+156.0% | $6,407+102.7% |
| Admin fee / account holder | $36,164 | $9,721+272.0% | $8,859+308.2% | $12,270+194.7% |