Filed September 16, 2024
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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 | $128,137 | $63,703+101.1% | $93,063+37.7% | $82,448+55.4% |
| Participation rate | 66.2% | 63.8%+2.3pp | 72.1%-5.9pp | 68.1%-1.9pp |
| Annual return | 14.52% | -775.43%+790.0pp | 34.15%-19.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,123 | $1,729-35.0% | $2,476-54.6% | $2,551-56.0% |
| Participant deferral / active EE | $5,400 | $2,919+85.0% | $3,958+36.4% | $4,139+30.5% |
| Admin fee / account holder | $18,827 | $5,982+214.7% | $6,033+212.1% | $7,234+160.2% |