Filed March 29, 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 | $78,186 | $52,507+48.9% | $129,406-39.6% | $74,478+5.0% |
| Participation rate | 35.0% | 53.9%-19.0pp | 69.6%-34.7pp | 67.2%-32.3pp |
| Annual return | 13.37% | 15.64%-2.3pp | 9468.18%-9454.8pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $277 | $1,534-82.0% | $4,155-93.3% | $2,626-89.5% |
| Participant deferral / active EE | $1,600 | $2,801-42.9% | $4,167-61.6% | $4,350-63.2% |
| Admin fee / account holder | $29,534 | $2,639+1019.1% | $7,689+284.1% | $1,946+1417.8% |