Filed August 9, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,661 | $107,421-16.5% | $182,262-50.8% | $94,015-4.6% |
| Participation rate | 67.6% | 77.8%-10.1pp | 84.2%-16.6pp | 70.8%-3.2pp |
| Annual return | 12.41% | 21.32%-8.9pp | 140.60%-128.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $6,592 | $3,448+91.2% | $5,046+30.6% | $2,790+136.3% |
| Participant deferral / active EE | $7,502 | $6,558+14.4% | $8,276-9.4% | $4,249+76.5% |
| Admin fee / account holder | $18,468 | $8,692+112.5% | $16,712+10.5% | $8,951+106.3% |