Filed October 21, 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 | $47,336 | $34,932+35.5% | $56,441-16.1% | $74,546-36.5% |
| Participation rate | 11.9% | 32.9%-21.0pp | 52.5%-40.6pp | 67.2%-55.3pp |
| Annual return | 13.01% | 24.90%-11.9pp | 1704.21%-1691.2pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $395 | $608-35.1% | $1,039-62.0% | $2,624-85.0% |
| Participant deferral / active EE | $474 | $1,173-59.6% | $1,953-75.7% | $4,347-89.1% |
| Admin fee / account holder | $10,283 | $2,359+335.9% | $2,829+263.5% | $1,944+429.1% |