Filed December 21, 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 | $110,075 | $83,090+32.5% | $130,062-15.4% | $71,529+53.9% |
| Participation rate | 56.0% | 74.1%-18.1pp | 78.5%-22.5pp | 67.9%-11.9pp |
| Annual return | 16.23% | 20.61%-4.4pp | -137.37%+153.6pp | 28.97%-12.7pp |
| Employer contribution / active EE | $689 | $2,624-73.7% | $4,322-84.1% | $2,590-73.4% |
| Participant deferral / active EE | $4,686 | $4,436+5.6% | $5,821-19.5% | $4,291+9.2% |
| Admin fee / account holder | $6,515 | $1,727+277.3% | $10,601-38.5% | $1,588+310.2% |