Filed December 19, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,237 | $171,867-94.6% | $149,721-93.8% | $147,586-93.7% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 2.46% | 2113.36%-2110.9pp | 1501.67%-1499.2pp | 578.59%-576.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $480 | $7,270-93.4% | $6,568-92.7% | $5,439-91.2% |
| Admin fee / account holder | $39,639 | $13,799+187.3% | $11,282+251.3% | $10,886+264.1% |