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 | $50,554+162.0% | $67,681+95.7% | $87,485+51.4% |
| Participation rate | 41.4% | 67.7%-26.3pp | 73.7%-32.3pp | 68.9%-27.6pp |
| Annual return | 13.71% | 17.81%-4.1pp | 590.58%-576.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,351 | $2,961+13.2% | $3,976-15.7% | $4,274-21.6% |
| Admin fee / account holder | $22,195 | $4,132+437.1% | $6,100+263.9% | $7,775+185.5% |