Filed January 11, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $53,483 | $160,059-66.6% | $140,019-61.8% | $135,380-60.5% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.5%-22.8pp | 82.6%-17.9pp |
| Annual return | -0.14% | 911.48%-911.6pp | 651.17%-651.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,845 | $6,420-71.3% | $5,605-67.1% | $4,779-61.4% |
| Participant deferral / active EE | $2,594 | $7,641-66.0% | $6,927-62.5% | $5,609-53.7% |
| Admin fee / account holder | $34,637 | $13,328+159.9% | $10,705+223.5% | $10,828+219.9% |