Filed July 2, 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 | $24,710 | $77,908-68.3% | $149,696-83.5% | $75,173-67.1% |
| Participation rate | 41.0% | 65.6%-24.6pp | 78.8%-37.8pp | 67.2%-26.2pp |
| Annual return | 12.02% | 31.73%-19.7pp | 134.46%-122.4pp | 160.72%-148.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,938 | $3,411-43.2% | $5,682-65.9% | $4,126-53.0% |
| Admin fee / account holder | $829 | $5,950-86.1% | $13,212-93.7% | $5,651-85.3% |