Filed March 7, 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 | $78,382 | $167,522-53.2% | $151,639-48.3% | $134,532-41.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -18.92% | 7.81%-26.7pp | 3.34%-22.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,898 | $6,828-72.2% | $6,165-69.2% | $4,741-60.0% |
| Participant deferral / active EE | $11,217 | $8,986+24.8% | $8,363+34.1% | $6,401+75.2% |
| Admin fee / account holder | $401 | $13,780-97.1% | $11,613-96.5% | $11,429-96.5% |