Filed December 30, 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 | $84,663 | $81,487+3.9% | $102,412-17.3% | $80,935+4.6% |
| Participation rate | 54.1% | 66.8%-12.8pp | 74.5%-20.4pp | 67.7%-13.6pp |
| Annual return | 14.81% | 25.60%-10.8pp | 24.94%-10.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,660 | $3,103-46.5% | $3,870-57.1% | $2,757-39.8% |
| Participant deferral / active EE | $4,186 | $3,871+8.1% | $5,060-17.3% | $4,299-2.6% |
| Admin fee / account holder | $13,351 | $6,717+98.8% | $8,388+59.2% | $6,924+92.8% |