Filed February 27, 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 | $176,341 | $72,071+144.7% | $68,368+157.9% | $137,256+28.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.04% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $9,678 | $2,788+247.1% | $2,649+265.3% | $4,156+132.9% |
| Participant deferral / active EE | $15,428 | $4,410+249.8% | $4,123+274.2% | $6,407+140.8% |
| Admin fee / account holder | $99,780 | $5,336+1770.1% | $5,150+1837.5% | $12,270+713.2% |