Filed January 13, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,934 | $150,442-66.8% | $136,295-63.4% | $147,585-66.2% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 13.57% | 1049.09%-1035.5pp | 5155.97%-5142.4pp | 578.56%-565.0pp |
| Employer contribution / active EE | $1,217 | $5,256-76.8% | $4,695-74.1% | $4,876-75.0% |
| Participant deferral / active EE | $1,850 | $6,630-72.1% | $6,247-70.4% | $5,439-66.0% |
| Admin fee / account holder | $5,580 | $10,905-48.8% | $9,243-39.6% | $10,885-48.7% |