Filed October 3, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,973 | $78,707+154.1% | $117,861+69.7% | $70,126+185.2% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 16.54% | 23.30%-6.8pp | 335.11%-318.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $3,528 | $2,223+58.7% | $3,786-6.8% | $2,343+50.6% |
| Participant deferral / active EE | $6,180 | $3,297+87.4% | $4,482+37.9% | $3,332+85.5% |
| Admin fee / account holder | $685 | $5,066-86.5% | $8,021-91.5% | $4,645-85.3% |