Filed October 30, 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 | $174,479 | $167,533+4.1% | $151,645+15.1% | $134,545+29.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -15.69% | 7.81%-23.5pp | 3.34%-19.0pp | 418.37%-434.1pp |
| Employer contribution / active EE | $13,083 | $6,828+91.6% | $6,165+112.2% | $4,742+175.9% |
| Participant deferral / active EE | $15,310 | $8,985+70.4% | $8,363+83.1% | $6,401+139.2% |
| Admin fee / account holder | $5,363 | $13,781-61.1% | $11,614-53.8% | $11,431-53.1% |