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 | $64,920-59.7% | $103,693-74.7% | $86,983-69.9% |
| Participation rate | 50.0% | 63.6%-13.6pp | 72.6%-22.6pp | 69.5%-19.5pp |
| Annual return | 5.82% | 30.29%-24.5pp | 47.61%-41.8pp | 25.83%-20.0pp |
| Employer contribution / active EE | $835 | $2,141-61.0% | $2,920-71.4% | $2,584-67.7% |
| Participant deferral / active EE | $1,578 | $3,241-51.3% | $4,579-65.5% | $4,194-62.4% |
| Admin fee / account holder | $1,416 | $6,191-77.1% | $7,858-82.0% | $7,856-82.0% |