Filed November 6, 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 | $112,669 | $73,863+52.5% | $143,797-21.6% | $68,490+64.5% |
| Participation rate | 64.7% | 66.7%-2.0pp | 80.3%-15.6pp | 67.9%-3.2pp |
| Annual return | -15.54% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,230 | $3,185+1.4% | $4,952-34.8% | $2,597+24.4% |
| Participant deferral / active EE | $4,517 | $3,385+33.4% | $5,638-19.9% | $4,028+12.1% |
| Admin fee / account holder | $29,427 | $5,756+411.2% | $14,679+100.5% | $5,403+444.7% |