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 | $155,555-78.5% | $146,866-77.2% | $155,188-78.5% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.5%-36.4pp | 80.8%-34.6pp |
| Annual return | 11.58% | 115.41%-103.8pp | 102.85%-91.3pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,367 | $8,044-45.7% | $7,759-43.7% | $6,531-33.1% |
| Admin fee / account holder | $15,280 | $14,755+3.6% | $13,620+12.2% | $14,480+5.5% |