Filed July 22, 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 | $104,331 | $88,087+18.4% | $164,866-36.7% | $74,546+40.0% |
| Participation rate | 50.4% | 73.1%-22.6pp | 78.6%-28.2pp | 67.2%-16.8pp |
| Annual return | 17.39% | 17.27%+0.1pp | 69.97%-52.6pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $1,260 | $2,595-51.5% | $4,343-71.0% | $2,624-52.0% |
| Participant deferral / active EE | $3,727 | $4,499-17.2% | $6,033-38.2% | $4,347-14.3% |
| Admin fee / account holder | $10,450 | $2,232+368.3% | $12,689-17.6% | $1,944+437.7% |