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 | $75,807+69.0% | $116,096+10.4% | $86,983+47.3% |
| Participation rate | 66.2% | 66.9%-0.7pp | 73.3%-7.1pp | 69.5%-3.4pp |
| Annual return | 14.52% | 18.57%-4.0pp | 326.25%-311.7pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,123 | $1,892-40.6% | $2,503-55.1% | $2,584-56.5% |
| Participant deferral / active EE | $5,400 | $3,212+68.1% | $3,952+36.6% | $4,194+28.8% |
| Admin fee / account holder | $18,827 | $6,659+182.7% | $7,704+144.4% | $7,856+139.7% |