Filed December 11, 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 | $149,651 | $91,559+63.4% | $133,978+11.7% | $79,856+87.4% |
| Participation rate | 56.5% | 73.3%-16.8pp | 79.8%-23.3pp | 69.6%-13.1pp |
| Annual return | 19.32% | 61.85%-42.5pp | 45.10%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,003 | $2,384-57.9% | $3,919-74.4% | $2,471-59.4% |
| Participant deferral / active EE | $3,471 | $3,734-7.0% | $5,047-31.2% | $3,741-7.2% |
| Admin fee / account holder | $516 | $6,321-91.8% | $8,930-94.2% | $5,306-90.3% |