Filed January 23, 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 | $16,185 | $73,421-78.0% | $66,439-75.6% | $155,188-89.6% |
| Participation rate | 20.0% | 79.7%-59.7pp | 74.5%-54.5pp | 80.8%-60.8pp |
| Annual return | 9.83% | 1382.37%-1372.5pp | 757.66%-747.8pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,397 | $3,039-54.0% | $2,637-47.0% | $4,248-67.1% |
| Participant deferral / active EE | $1,439 | $4,680-69.3% | $3,876-62.9% | $6,531-78.0% |
| Admin fee / account holder | $1,619 | $8,856-81.7% | $6,173-73.8% | $14,480-88.8% |