Filed December 20, 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 | $14,774 | $43,075-65.7% | $74,577-80.2% | $62,881-76.5% |
| Participation rate | 65.1% | 58.1%+7.0pp | 68.1%-3.1pp | 69.3%-4.2pp |
| Annual return | 10.13% | 17.50%-7.4pp | 20.47%-10.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $586 | $1,498-60.9% | $2,525-76.8% | $2,281-74.3% |
| Participant deferral / active EE | $1,629 | $2,389-31.8% | $3,458-52.9% | $3,203-49.2% |
| Admin fee / account holder | $1,061 | $2,840-62.6% | $4,138-74.3% | $4,296-75.3% |