Filed January 13, 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 | $34,324 | $157,304-78.2% | $141,197-75.7% | $152,909-77.6% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 26.66% | 64.34%-37.7pp | 71.41%-44.7pp | 345.46%-318.8pp |
| Employer contribution / active EE | $2,171 | $5,263-58.7% | $4,736-54.2% | $4,764-54.4% |
| Participant deferral / active EE | $2,808 | $7,111-60.5% | $6,710-58.2% | $5,851-52.0% |
| Admin fee / account holder | $24,887 | $12,126+105.2% | $10,265+142.5% | $11,601+114.5% |