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 | $88,203+18.3% | $165,100-36.8% | $74,478+40.1% |
| Participation rate | 50.4% | 73.1%-22.7pp | 78.6%-28.2pp | 67.2%-16.8pp |
| Annual return | 17.39% | 17.13%+0.3pp | 70.21%-52.8pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $1,260 | $2,601-51.6% | $4,348-71.0% | $2,626-52.0% |
| Participant deferral / active EE | $3,727 | $4,505-17.3% | $6,035-38.2% | $4,350-14.3% |
| Admin fee / account holder | $10,450 | $2,235+367.6% | $12,696-17.7% | $1,946+437.1% |