Filed February 16, 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 | $60,372 | $66,180-8.8% | $118,746-49.2% | $62,293-3.1% |
| Participation rate | 58.7% | 71.3%-12.6pp | 78.3%-19.6pp | 69.5%-10.8pp |
| Annual return | 28.20% | 60.89%-32.7pp | 24.54%+3.7pp | 28.90%-0.7pp |
| Employer contribution / active EE | $8,968 | $3,183+181.7% | $4,193+113.9% | $2,042+339.1% |
| Participant deferral / active EE | $10,522 | $4,247+147.8% | $5,332+97.3% | $3,169+232.0% |
| Admin fee / account holder | $2,677 | $753+255.3% | $10,720-75.0% | $479+458.5% |