Filed July 1, 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 | $85,129 | $52,678+61.6% | $75,782+12.3% | $59,632+42.8% |
| Participation rate | 63.6% | 67.2%-3.6pp | 75.8%-12.2pp | 68.7%-5.0pp |
| Annual return | -2.71% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $2,903 | $2,193+32.3% | $3,323-12.7% | $2,203+31.8% |
| Participant deferral / active EE | $5,329 | $2,591+105.7% | $3,652+45.9% | $3,192+67.0% |
| Admin fee / account holder | $4,912 | $3,610+36.1% | $5,300-7.3% | $4,297+14.3% |