Filed July 17, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $40,466 | $150,447-73.1% | $136,298-70.3% | $147,586-72.6% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 14.98% | 1049.15%-1034.2pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,184 | $5,256-77.5% | $4,696-74.8% | $4,876-75.7% |
| Participant deferral / active EE | $1,834 | $6,631-72.3% | $6,247-70.6% | $5,439-66.3% |
| Admin fee / account holder | $1,341 | $10,906-87.7% | $9,244-85.5% | $10,886-87.7% |