Filed December 4, 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 | $79,027 | $77,817+1.6% | $123,553-36.0% | $64,173+23.1% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -5.47% | 12.49%-18.0pp | 119.21%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $962 | $3,014-68.1% | $4,628-79.2% | $2,381-59.6% |
| Participant deferral / active EE | $3,749 | $5,240-28.4% | $6,426-41.7% | $3,470+8.1% |
| Admin fee / account holder | $1,227 | $5,519-77.8% | $9,284-86.8% | $4,887-74.9% |