Filed October 26, 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 | $29,861 | $201,370-85.2% | $184,256-83.8% | $145,897-79.5% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 10.94% | 29.05%-18.1pp | 28.85%-17.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,406 | $7,024-51.5% | $6,427-47.0% | $4,663-26.9% |
| Participant deferral / active EE | $14,078 | $9,808+43.5% | $9,133+54.1% | $6,689+110.5% |
| Admin fee / account holder | $47,154 | $16,364+188.2% | $13,899+239.2% | $13,390+252.1% |