Filed November 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,193 | $61,125-57.1% | $94,057-72.2% | $87,485-70.1% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.3%-23.3pp | 68.9%-18.9pp |
| Annual return | 5.82% | 35.20%-29.4pp | 480.62%-474.8pp | 26.06%-20.2pp |
| Employer contribution / active EE | $835 | $2,136-60.9% | $2,933-71.5% | $2,596-67.9% |
| Participant deferral / active EE | $1,578 | $3,260-51.6% | $4,709-66.5% | $4,274-63.1% |
| Admin fee / account holder | $1,416 | $5,629-74.9% | $7,244-80.5% | $7,775-81.8% |