Filed December 6, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $138,085 | $57,119+141.7% | $85,187+62.1% | $80,935+70.6% |
| Participation rate | 8.1% | 56.4%-48.3pp | 67.5%-59.4pp | 67.7%-59.6pp |
| Annual return | 15.13% | 21.70%-6.6pp | 66.67%-51.5pp | 35.66%-20.5pp |
| Employer contribution / active EE | $160 | $1,802-91.1% | $2,732-94.1% | $2,757-94.2% |
| Participant deferral / active EE | $805 | $3,115-74.1% | $4,525-82.2% | $4,299-81.3% |
| Admin fee / account holder | $15,561 | $4,990+211.8% | $6,162+152.5% | $6,924+124.7% |