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 | $164,084 | $212,386-22.7% | $199,883-17.9% | $138,895+18.1% |
| Participation rate | 47.1% | 87.4%-40.3pp | 86.8%-39.7pp | 79.9%-32.9pp |
| Annual return | 21.78% | 47.75%-26.0pp | 43.81%-22.0pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,366 | $6,625-64.3% | $6,261-62.2% | $4,194-43.6% |
| Participant deferral / active EE | $7,367 | $9,617-23.4% | $9,138-19.4% | $6,396+15.2% |
| Admin fee / account holder | $684 | $18,233-96.3% | $17,268-96.0% | $12,562-94.6% |