Filed December 2, 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 | $19,975 | $81,358-75.4% | $155,556-87.2% | $80,959-75.3% |
| Participation rate | 14.8% | 66.3%-51.5pp | 78.2%-63.4pp | 67.7%-52.9pp |
| Annual return | 11.32% | 33.39%-22.1pp | 64.84%-53.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,812 | $3,455-47.6% | $5,631-67.8% | $4,300-57.9% |
| Admin fee / account holder | $689 | $7,994-91.4% | $15,885-95.7% | $6,925-90.0% |