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 | $108,818 | $58,726+85.3% | $142,898-23.8% | $85,847+26.8% |
| Participation rate | 43.3% | 58.5%-15.2pp | 72.0%-28.7pp | 69.3%-26.0pp |
| Annual return | 15.27% | 27.73%-12.5pp | 5639.64%-5624.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,496 | $2,609-42.6% | $3,838-61.0% | $3,952-62.1% |
| Admin fee / account holder | $1,164 | $4,234-72.5% | $6,560-82.3% | $6,261-81.4% |