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 | $100,548 | $30,423+230.5% | $56,025+79.5% | $74,478+35.0% |
| Participation rate | 16.7% | 32.9%-16.2pp | 52.5%-35.8pp | 67.2%-50.6pp |
| Annual return | 9.76% | 24.97%-15.2pp | 1712.69%-1702.9pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $847 | $610+38.8% | $1,042-18.7% | $2,626-67.7% |
| Participant deferral / active EE | $1,651 | $1,176+40.4% | $1,955-15.5% | $4,350-62.0% |
| Admin fee / account holder | $7,142 | $2,363+202.2% | $2,828+152.5% | $1,946+267.0% |