Filed April 25, 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 | $95,336 | $29,051+228.2% | $52,425+81.9% | $67,986+40.2% |
| Participation rate | 19.9% | 30.4%-10.6pp | 55.6%-35.8pp | 57.2%-37.3pp |
| Annual return | 10.99% | 24.00%-13.0pp | 302.12%-291.1pp | 31.67%-20.7pp |
| Employer contribution / active EE | $747 | $412+81.4% | $914-18.3% | $2,019-63.0% |
| Participant deferral / active EE | $1,583 | $873+81.3% | $1,790-11.6% | $3,358-52.9% |
| Admin fee / account holder | $27,786 | $2,113+1215.2% | $2,495+1013.7% | $3,203+767.4% |