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 | $34,845 | $71,878-51.5% | $86,698-59.8% | $68,486-49.1% |
| Participation rate | 58.5% | 72.2%-13.7pp | 76.6%-18.1pp | 67.9%-9.4pp |
| Annual return | -18.42% | 3.53%-22.0pp | 35.95%-54.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $292 | $2,173-86.6% | $2,837-89.7% | $2,597-88.8% |
| Participant deferral / active EE | $2,173 | $3,779-42.5% | $4,656-53.3% | $4,028-46.1% |
| Admin fee / account holder | $533 | $6,113-91.3% | $7,493-92.9% | $5,404-90.1% |