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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,081 | $69,977+41.6% | $108,582-8.7% | $62,881+57.6% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 1.38% | 10.73%-9.4pp | -51.70%+53.1pp | 20.14%-18.8pp |
| Employer contribution / active EE | $1,822 | $2,135-14.7% | $3,758-51.5% | $2,281-20.1% |
| Participant deferral / active EE | $3,300 | $3,165+4.3% | $4,311-23.4% | $3,203+3.0% |
| Admin fee / account holder | $444 | $5,076-91.2% | $7,645-94.2% | $4,296-89.7% |