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 | $30,437+230.3% | $56,033+79.4% | $74,459+35.0% |
| Participation rate | 16.7% | 32.9%-16.2pp | 52.5%-35.8pp | 67.2%-50.6pp |
| Annual return | 9.76% | 24.96%-15.2pp | 1711.38%-1701.6pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $847 | $610+38.9% | $1,041-18.6% | $2,626-67.7% |
| Participant deferral / active EE | $1,651 | $1,176+40.4% | $1,954-15.5% | $4,350-62.0% |
| Admin fee / account holder | $7,142 | $2,363+202.2% | $2,827+152.6% | $1,945+267.2% |