Filed December 16, 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 | $33,419 | $196,972-83.0% | $182,262-81.7% | $198,609-83.2% |
| Participation rate | 46.2% | 85.7%-39.5pp | 84.2%-38.1pp | 82.4%-36.2pp |
| Annual return | 11.58% | 158.27%-146.7pp | 140.60%-129.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,367 | $8,643-49.5% | $8,276-47.2% | $6,977-37.4% |
| Admin fee / account holder | $15,280 | $18,429-17.1% | $16,712-8.6% | $19,030-19.7% |