Filed September 16, 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 | $80,767 | $54,717+47.6% | $86,216-6.3% | $71,511+12.9% |
| Participation rate | 39.3% | 60.1%-20.8pp | 69.0%-29.7pp | 67.9%-28.7pp |
| Annual return | 17.33% | 20.07%-2.7pp | 1169.42%-1152.1pp | 28.86%-11.5pp |
| Employer contribution / active EE | $490 | $1,267-61.3% | $2,382-79.4% | $2,589-81.1% |
| Participant deferral / active EE | $2,245 | $3,110-27.8% | $3,986-43.7% | $4,291-47.7% |
| Admin fee / account holder | $5,534 | $1,922+187.9% | $6,853-19.3% | $1,588+248.4% |