Filed January 17, 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 | $46,192 | $47,479-2.7% | $62,929-26.6% | $82,448-44.0% |
| Participation rate | 54.7% | 66.9%-12.2pp | 73.1%-18.4pp | 68.1%-13.4pp |
| Annual return | 17.06% | 20.34%-3.3pp | 1063.93%-1046.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,598 | $1,885-15.3% | $2,505-36.2% | $2,551-37.4% |
| Participant deferral / active EE | $3,269 | $2,870+13.9% | $3,888-15.9% | $4,139-21.0% |
| Admin fee / account holder | $1,224 | $3,804-67.8% | $5,065-75.8% | $7,234-83.1% |