Filed October 29, 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 | $18,193 | $115,796-84.3% | $101,264-82.0% | $158,950-88.6% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 16.84% | 56.15%-39.3pp | 46.48%-29.6pp | 302.91%-286.1pp |
| Employer contribution / active EE | $980 | $4,175-76.5% | $3,660-73.2% | $4,762-79.4% |
| Participant deferral / active EE | $3,525 | $4,958-28.9% | $4,370-19.3% | $5,983-41.1% |
| Admin fee / account holder | $6,111 | $7,247-15.7% | $5,947+2.8% | $11,248-45.7% |