Filed May 13, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,052 | $45,152-15.7% | $73,835-48.5% | $59,633-36.2% |
| Participation rate | 69.0% | 64.0%+4.9pp | 73.4%-4.5pp | 68.7%+0.3pp |
| Annual return | -1.09% | 27.40%-28.5pp | 2268.13%-2269.2pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,795 | $2,573-30.2% | $3,583-49.9% | $3,192-43.8% |
| Admin fee / account holder | $532 | $3,515-84.9% | $4,880-89.1% | $4,297-87.6% |