Filed December 21, 2023
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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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,173 | $169,356-91.6% | $129,406-89.0% | $145,897-90.3% |
| Participation rate | 52.9% | 76.5%-23.6pp | 69.6%-16.7pp | 80.3%-27.4pp |
| Annual return | 12.16% | 14418.62%-14406.5pp | 9468.18%-9456.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,546 | $9,915-84.4% | $7,689-79.9% | $13,390-88.5% |