Filed December 12, 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 | $72,664 | $104,497-30.5% | $159,487-54.4% | $79,389-8.5% |
| Participation rate | 44.5% | 76.6%-32.1pp | 82.8%-38.3pp | 70.7%-26.2pp |
| Annual return | 18.19% | 67.98%-49.8pp | 263.71%-245.5pp | 116.89%-98.7pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,858 | $6,468+6.0% | $7,354-6.7% | $4,046+69.5% |
| Admin fee / account holder | $2,108 | $711+196.4% | $10,804-80.5% | $626+236.6% |