Filed March 29, 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 | $95,234 | $56,431+68.8% | $130,788-27.2% | $87,485+8.9% |
| Participation rate | 34.4% | 58.9%-24.5pp | 70.1%-35.7pp | 68.9%-34.5pp |
| Annual return | 13.95% | 91.27%-77.3pp | 386.44%-372.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $305 | $1,549-80.3% | $3,558-91.4% | $2,596-88.3% |
| Participant deferral / active EE | $1,724 | $2,749-37.3% | $4,137-58.3% | $4,274-59.7% |
| Admin fee / account holder | $3,278 | $4,433-26.1% | $6,673-50.9% | $7,775-57.8% |