Filed September 27, 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 | $149,785 | $171,867-12.8% | $149,7210% | $147,586+1.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 18.60% | 2113.36%-2094.8pp | 1501.67%-1483.1pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,254 | $6,275-64.1% | $5,444-58.6% | $4,876-53.8% |
| Participant deferral / active EE | $6,588 | $7,270-9.4% | $6,568+0.3% | $5,439+21.1% |
| Admin fee / account holder | $723 | $13,799-94.8% | $11,282-93.6% | $10,886-93.4% |