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 | $51,638-49.3% | $68,368-61.7% | $82,448-68.2% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 5.82% | 37.53%-31.7pp | 292.57%-286.8pp | 41.64%-35.8pp |
| Employer contribution / active EE | $835 | $2,047-59.2% | $2,649-68.5% | $2,551-67.3% |
| Participant deferral / active EE | $1,578 | $2,914-45.8% | $4,123-61.7% | $4,139-61.9% |
| Admin fee / account holder | $1,416 | $4,643-69.5% | $5,150-72.5% | $7,234-80.4% |