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 | $56,538 | $84,499-33.1% | $125,391-54.9% | $66,949-15.6% |
| Participation rate | 45.7% | 76.4%-30.7pp | 82.4%-36.7pp | 69.8%-24.1pp |
| Annual return | -16.78% | -8.49%-8.3pp | 572.41%-589.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,695 | $6,785-16.1% | $7,448-23.5% | $4,239+34.4% |
| Admin fee / account holder | $2,592 | $685+278.4% | $10,009-74.1% | $594+336.7% |