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 | $176,528 | $99,994+76.5% | $146,647+20.4% | $85,851+105.6% |
| Participation rate | 52.6% | 73.1%-20.4pp | 80.1%-27.4pp | 69.3%-16.7pp |
| Annual return | 18.18% | 18.93%-0.8pp | 22.75%-4.6pp | 318.63%-300.5pp |
| Employer contribution / active EE | $1,005 | $2,559-60.7% | $4,137-75.7% | $2,565-60.8% |
| Participant deferral / active EE | $3,940 | $4,006-1.7% | $5,506-28.4% | $3,952-0.3% |
| Admin fee / account holder | $1,058 | $7,703-86.3% | $10,281-89.7% | $6,261-83.1% |