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 | $41,367 | $80,985-48.9% | $96,576-57.2% | $75,181-45.0% |
| Participation rate | 65.8% | 71.8%-6.0pp | 76.0%-10.2pp | 67.2%-1.4pp |
| Annual return | 21.34% | 27.05%-5.7pp | 25.87%-4.5pp | 160.69%-139.3pp |
| Employer contribution / active EE | $405 | $2,282-82.3% | $2,965-86.3% | $2,671-84.8% |
| Participant deferral / active EE | $3,010 | $3,929-23.4% | $4,851-37.9% | $4,126-27.0% |
| Admin fee / account holder | $4,072 | $6,719-39.4% | $8,253-50.7% | $5,650-27.9% |