Filed November 20, 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 | $88,082 | $50,898+73.1% | $171,082-48.5% | $55,167+59.7% |
| Participation rate | 63.8% | 63.3%+0.5pp | 76.7%-12.9pp | 69.0%-5.2pp |
| Annual return | 6.84% | 15.34%-8.5pp | 32.56%-25.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,025 | $1,433+41.3% | $4,002-49.4% | $1,963+3.2% |
| Participant deferral / active EE | $2,749 | $2,994-8.2% | $4,797-42.7% | $3,054-10.0% |
| Admin fee / account holder | $10,733 | $500+2048.7% | $8,520+26.0% | $504+2030.1% |