Filed October 30, 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 | $27,154 | $92,743-70.7% | $82,744-67.2% | $134,532-79.8% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.5pp | 81.2%-39.1pp |
| Annual return | -13.73% | 946.63%-960.4pp | 702.22%-716.0pp | 418.27%-432.0pp |
| Employer contribution / active EE | $842 | $3,273-74.3% | $3,008-72.0% | $4,741-82.2% |
| Participant deferral / active EE | $2,530 | $4,802-47.3% | $4,395-42.4% | $6,401-60.5% |
| Admin fee / account holder | $15,387 | $5,977+157.4% | $5,325+189.0% | $11,429+34.6% |