Filed September 19, 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 | $77,084 | $56,197+37.2% | $67,652+13.9% | $59,633+29.3% |
| Participation rate | 58.6% | 71.5%-12.9pp | 75.7%-17.0pp | 68.7%-10.0pp |
| Annual return | -1.64% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $201 | $1,615-87.6% | $2,266-91.1% | $2,203-90.9% |
| Participant deferral / active EE | $1,866 | $2,844-34.4% | $3,560-47.6% | $3,192-41.5% |
| Admin fee / account holder | $8,762 | $3,958+121.4% | $4,821+81.7% | $4,297+103.9% |