Filed December 10, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,677 | $79,867-54.1% | $120,344-69.5% | $64,340-43.0% |
| Participation rate | 61.0% | 63.0%-2.0pp | 76.7%-15.8pp | 55.2%+5.7pp |
| Annual return | 19.57% | 21.10%-1.5pp | 20.30%-0.7pp | 24.14%-4.6pp |
| Employer contribution / active EE | $429 | $1,925-77.7% | $3,020-85.8% | $1,862-76.9% |
| Participant deferral / active EE | $3,121 | $3,593-13.1% | $5,135-39.2% | $2,980+4.7% |
| Admin fee / account holder | $14,493 | $5,039+187.6% | $12,742+13.7% | $3,703+291.4% |