Filed October 15, 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 | $71,347 | $85,515-16.6% | $112,040-36.3% | $67,986+4.9% |
| Participation rate | 61.2% | 68.2%-7.1pp | 76.5%-15.3pp | 57.2%+3.9pp |
| Annual return | 20.92% | 29.68%-8.8pp | 24.52%-3.6pp | 31.67%-10.7pp |
| Employer contribution / active EE | $3,224 | $2,191+47.1% | $2,954+9.1% | $2,019+59.7% |
| Participant deferral / active EE | $5,993 | $4,014+49.3% | $5,098+17.6% | $3,358+78.5% |
| Admin fee / account holder | $4,512 | $3,774+19.6% | $12,098-62.7% | $3,203+40.9% |