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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,712 | $65,440-53.1% | $98,506-68.8% | $85,851-64.2% |
| Participation rate | 60.6% | 65.0%-4.4pp | 73.3%-12.7pp | 69.3%-8.7pp |
| Annual return | 33.91% | 21.75%+12.2pp | 1494.92%-1461.0pp | 318.63%-284.7pp |
| Employer contribution / active EE | $756 | $2,169-65.1% | $2,961-74.5% | $2,565-70.5% |
| Participant deferral / active EE | $1,933 | $3,168-39.0% | $4,277-54.8% | $3,952-51.1% |
| Admin fee / account holder | $584 | $4,596-87.3% | $5,955-90.2% | $6,261-90.7% |