Filed March 14, 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 | $33,273 | $56,197-40.8% | $67,652-50.8% | $59,633-44.2% |
| Participation rate | 59.2% | 71.5%-12.3pp | 75.7%-16.5pp | 68.7%-9.5pp |
| Annual return | -0.39% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $968 | $1,615-40.0% | $2,266-57.3% | $2,203-56.0% |
| Participant deferral / active EE | $2,379 | $2,844-16.3% | $3,560-33.2% | $3,192-25.5% |
| Admin fee / account holder | $3,443 | $3,958-13.0% | $4,821-28.6% | $4,297-19.9% |