Filed June 12, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,182 | $44,850-1.5% | $60,547-27.0% | $59,633-25.9% |
| Participation rate | 0.0% | 59.5%-59.5pp | 68.0%-68.0pp | 68.7%-68.7pp |
| Annual return | 1.24% | 1074.14%-1072.9pp | 335.64%-334.4pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $242 | $2,230-89.1% | $3,328-92.7% | $3,192-92.4% |
| Admin fee / account holder | $338 | $3,635-90.7% | $4,536-92.6% | $4,297-92.1% |