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 | $85,515-57.1% | $112,040-67.3% | $67,986-46.1% |
| Participation rate | 61.0% | 68.2%-7.3pp | 76.5%-15.5pp | 57.2%+3.7pp |
| Annual return | 19.57% | 29.68%-10.1pp | 24.52%-4.9pp | 31.67%-12.1pp |
| Employer contribution / active EE | $429 | $2,191-80.4% | $2,954-85.5% | $2,019-78.7% |
| Participant deferral / active EE | $3,121 | $4,014-22.2% | $5,098-38.8% | $3,358-7.1% |
| Admin fee / account holder | $14,493 | $3,774+284.1% | $12,098+19.8% | $3,203+352.5% |