Filed October 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,126 | $85,766-42.7% | $136,298-64.0% | $70,126-29.9% |
| Participation rate | 62.0% | 74.2%-12.1pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 11.91% | 31.46%-19.5pp | 5156.27%-5144.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $508 | $2,966-82.9% | $4,696-89.2% | $2,343-78.3% |
| Participant deferral / active EE | $2,901 | $5,051-42.6% | $6,247-53.6% | $3,332-12.9% |
| Admin fee / account holder | $4,549 | $5,421-16.1% | $9,244-50.8% | $4,645-2.1% |