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.)
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 | $11,582 | $160,059-92.8% | $140,019-91.7% | $135,379-91.4% |
| Participation rate | 17.6% | 88.5%-70.9pp | 87.5%-69.9pp | 82.6%-65.0pp |
| Annual return | -7.40% | 911.44%-918.8pp | 651.15%-658.5pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $122 | $7,641-98.4% | $6,927-98.2% | $5,609-97.8% |
| Admin fee / account holder | $533 | $13,328-96.0% | $10,705-95.0% | $10,828-95.1% |