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 | $102,546 | $48,576+111.1% | $169,452-39.5% | $56,289+82.2% |
| Participation rate | 68.3% | 65.8%+2.5pp | 77.8%-9.5pp | 69.9%-1.5pp |
| Annual return | -5.11% | -2.51%-2.6pp | 1.83%-6.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,442 | $1,559+56.7% | $4,157-41.2% | $2,111+15.7% |
| Participant deferral / active EE | $3,668 | $3,275+12.0% | $5,277-30.5% | $3,350+9.5% |
| Admin fee / account holder | $2,792 | $435+541.7% | $9,110-69.4% | $521+435.9% |