Filed October 1, 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 | $132,472 | $55,457+138.9% | $77,361+71.2% | $94,015+40.9% |
| Participation rate | 41.4% | 69.8%-28.4pp | 75.0%-33.6pp | 70.8%-29.4pp |
| Annual return | 13.71% | 15.57%-1.9pp | 1011.54%-997.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,351 | $3,069+9.2% | $3,911-14.3% | $4,249-21.1% |
| Admin fee / account holder | $22,195 | $4,334+412.1% | $5,894+276.6% | $8,951+148.0% |