Filed October 25, 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 | $36,133 | $77,901-53.6% | $149,717-75.9% | $75,181-51.9% |
| Participation rate | 61.1% | 65.6%-4.5pp | 78.8%-17.7pp | 67.2%-6.1pp |
| Annual return | 27.77% | 31.73%-4.0pp | 134.41%-106.6pp | 160.69%-132.9pp |
| Employer contribution / active EE | $1,692 | $3,137-46.1% | $4,820-64.9% | $2,671-36.6% |
| Participant deferral / active EE | $3,105 | $3,411-9.0% | $5,682-45.4% | $4,126-24.7% |
| Admin fee / account holder | $8,821 | $5,949+48.3% | $13,213-33.2% | $5,650+56.1% |