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 | $113,468 | $185,856-38.9% | $170,028-33.3% | $139,456-18.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 22.55% | 60.52%-38.0pp | 53.39%-30.8pp | 373.45%-350.9pp |
| Employer contribution / active EE | $2,646 | $7,593-65.1% | $6,788-61.0% | $4,753-44.3% |
| Participant deferral / active EE | $12,833 | $11,623+10.4% | $10,409+23.3% | $6,711+91.2% |
| Admin fee / account holder | $475 | $15,387-96.9% | $12,820-96.3% | $11,407-95.8% |