Filed January 2, 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 | $159,384 | $71,230+123.8% | $93,727+70.1% | $80,959+96.9% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.7%-2.2pp |
| Annual return | 17.55% | 11.26%+6.3pp | 133.83%-116.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,545 | $4,037+12.6% | $4,417+2.9% | $4,300+5.7% |
| Admin fee / account holder | $2,065 | $6,961-70.3% | $8,292-75.1% | $6,925-70.2% |