Filed February 4, 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 | $72,684 | $58,714+23.8% | $142,874-49.1% | $85,856-15.3% |
| Participation rate | 47.9% | 58.5%-10.6pp | 72.0%-24.1pp | 69.3%-21.4pp |
| Annual return | 11.18% | 27.73%-16.5pp | 5638.58%-5627.4pp | 318.58%-307.4pp |
| Employer contribution / active EE | $1,196 | $1,423-16.0% | $4,145-71.1% | $2,565-53.4% |
| Participant deferral / active EE | $2,937 | $2,608+12.6% | $3,838-23.5% | $3,952-25.7% |
| Admin fee / account holder | $3,106 | $4,241-26.7% | $6,561-52.7% | $6,261-50.4% |