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 | $73,107+75.3% | $114,563+11.8% | $87,485+46.5% |
| Participation rate | 66.2% | 65.8%+0.4pp | 72.9%-6.7pp | 68.9%-2.8pp |
| Annual return | 14.52% | 19.47%-5.0pp | 241.09%-226.6pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,123 | $1,881-40.3% | $2,592-56.7% | $2,596-56.7% |
| Participant deferral / active EE | $5,400 | $3,144+71.8% | $4,142+30.4% | $4,274+26.4% |
| Admin fee / account holder | $18,827 | $5,770+226.3% | $7,623+147.0% | $7,775+142.2% |