Filed July 1, 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 | $65,846 | $78,529-16.2% | $105,591-37.6% | $74,400-11.5% |
| Participation rate | 65.7% | 72.8%-7.1pp | 75.3%-9.5pp | 67.2%-1.5pp |
| Annual return | 17.45% | 15.94%+1.5pp | 116.43%-99.0pp | 1367.51%-1350.1pp |
| Employer contribution / active EE | $5,556 | $2,522+120.3% | $3,166+75.5% | $2,624+111.7% |
| Participant deferral / active EE | $7,976 | $4,321+84.6% | $5,008+59.2% | $4,348+83.4% |
| Admin fee / account holder | $5,657 | $2,216+155.3% | $11,024-48.7% | $1,944+191.1% |