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 | $90,457 | $58,848+53.7% | $88,179+2.6% | $82,637+9.5% |
| Participation rate | 13.8% | 57.9%-44.1pp | 69.1%-55.4pp | 68.1%-54.3pp |
| Annual return | 19.04% | 22.76%-3.7pp | 64.97%-45.9pp | 53.51%-34.5pp |
| Employer contribution / active EE | $197 | $1,678-88.3% | $2,549-92.3% | $2,552-92.3% |
| Participant deferral / active EE | $1,142 | $3,124-63.4% | $4,614-75.2% | $4,126-72.3% |
| Admin fee / account holder | $902 | $4,795-81.2% | $7,673-88.2% | $7,339-87.7% |