Filed November 19, 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 | $158,900 | $80,983+96.2% | $96,544+64.6% | $75,177+111.4% |
| Participation rate | 62.7% | 71.8%-9.1pp | 76.0%-13.3pp | 67.2%-4.5pp |
| Annual return | 18.31% | 27.05%-8.7pp | 25.88%-7.6pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,658 | $2,282-27.3% | $2,966-44.1% | $2,671-37.9% |
| Participant deferral / active EE | $3,845 | $3,929-2.1% | $4,851-20.7% | $4,126-6.8% |
| Admin fee / account holder | $1,173 | $6,717-82.5% | $8,254-85.8% | $5,651-79.2% |