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 | $54,080 | $79,189-31.7% | $102,457-47.2% | $74,400-27.3% |
| Participation rate | 57.1% | 74.8%-17.6pp | 76.5%-19.4pp | 67.2%-10.1pp |
| Annual return | 13.01% | 54.98%-42.0pp | 29.41%-16.4pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $2,816 | $2,362+19.2% | $3,022-6.8% | $2,624+7.3% |
| Participant deferral / active EE | $4,999 | $4,415+13.2% | $5,054-1.1% | $4,348+15.0% |
| Admin fee / account holder | $1,444 | $2,002-27.9% | $9,451-84.7% | $1,944-25.7% |