Filed January 8, 2025
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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 | $96,846 | $72,492+33.6% | $87,102+11.2% | $72,983+32.7% |
| Participation rate | 67.0% | 72.8%-5.8pp | 76.9%-9.8pp | 69.5%-2.4pp |
| Annual return | 23.57% | 24.46%-0.9pp | 28.19%-4.6pp | 81.01%-57.4pp |
| Employer contribution / active EE | $2,396 | $1,894+26.5% | $2,521-5.0% | $2,440-1.8% |
| Participant deferral / active EE | $5,588 | $3,270+70.9% | $4,048+38.0% | $3,608+54.9% |
| Admin fee / account holder | $5,867 | $5,055+16.1% | $7,491-21.7% | $5,124+14.5% |