Filed April 19, 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 | $32,409 | $156,927-79.3% | $121,169-73.3% | $139,456-76.8% |
| Participation rate | 69.2% | 76.4%-7.2pp | 69.5%-0.3pp | 80.3%-11.1pp |
| Annual return | 16.64% | 1475.85%-1459.2pp | 986.71%-970.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $3,582 | $5,542-35.4% | $4,168-14.1% | $4,753-24.6% |
| Participant deferral / active EE | $4,857 | $4,848+0.2% | $4,083+19.0% | $6,711-27.6% |
| Admin fee / account holder | $386 | $6,946-94.4% | $5,645-93.2% | $11,407-96.6% |