Filed December 10, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,175 | $89,367-39.4% | $141,191-61.6% | $72,975-25.8% |
| Participation rate | 37.7% | 75.1%-37.4pp | 82.5%-44.8pp | 69.5%-31.8pp |
| Annual return | 18.06% | 111.87%-93.8pp | 71.41%-53.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,562 | $5,419-71.2% | $6,710-76.7% | $3,608-56.7% |
| Admin fee / account holder | $16,181 | $5,957+171.7% | $10,264+57.6% | $5,124+215.8% |