Filed September 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 | $22,483 | $73,518-69.4% | $63,003-64.3% | $147,585-84.8% |
| Participation rate | 61.5% | 77.9%-16.3pp | 74.8%-13.3pp | 82.8%-21.3pp |
| Annual return | 29.61% | 175.46%-145.9pp | 87.59%-58.0pp | 578.57%-549.0pp |
| Employer contribution / active EE | $1,355 | $3,322-59.2% | $2,760-50.9% | $4,876-72.2% |
| Participant deferral / active EE | $2,705 | $4,183-35.3% | $3,329-18.7% | $5,439-50.3% |
| Admin fee / account holder | $1,157 | $5,952-80.6% | $3,600-67.9% | $10,885-89.4% |