Filed April 11, 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 | $106,562 | $104,937+1.5% | $84,628+25.9% | $152,897-30.3% |
| Participation rate | 68.2% | 74.8%-6.6pp | 68.2%-0.1pp | 82.5%-14.3pp |
| Annual return | 22.57% | 373.88%-351.3pp | 258.80%-236.2pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,949 | $3,303-41.0% | $2,653-26.6% | $4,764-59.1% |
| Participant deferral / active EE | $3,167 | $4,690-32.5% | $3,900-18.8% | $5,851-45.9% |
| Admin fee / account holder | $19,801 | $6,243+217.2% | $4,914+303.0% | $11,599+70.7% |