Filed March 9, 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 | $73,992 | $71,230+3.9% | $93,727-21.1% | $80,959-8.6% |
| Participation rate | 61.0% | 60.4%+0.6pp | 68.7%-7.7pp | 67.7%-6.7pp |
| Annual return | 15.40% | 11.26%+4.1pp | 133.83%-118.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,380 | $1,565-11.9% | $2,421-43.0% | $2,757-50.0% |
| Participant deferral / active EE | $4,403 | $4,037+9.0% | $4,417-0.3% | $4,300+2.4% |
| Admin fee / account holder | $8,399 | $6,961+20.7% | $8,292+1.3% | $6,925+21.3% |