Filed December 5, 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 | $29,300 | $84,236-65.2% | $170,435-82.8% | $70,126-58.2% |
| Participation rate | 32.1% | 70.8%-38.7pp | 83.6%-51.5pp | 69.5%-37.4pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $740 | $3,387-78.2% | $5,432-86.4% | $2,343-68.4% |
| Participant deferral / active EE | $1,133 | $3,086-63.3% | $4,939-77.1% | $3,332-66.0% |
| Admin fee / account holder | $505 | $5,698-91.1% | $13,881-96.4% | $4,645-89.1% |