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 | $99,018 | $49,896+98.4% | $80,627+22.8% | $75,173+31.7% |
| Participation rate | 59.3% | 55.3%+3.9pp | 67.0%-7.8pp | 67.2%-7.9pp |
| Annual return | 20.48% | 34.67%-14.2pp | 936.76%-916.3pp | 160.72%-140.2pp |
| Employer contribution / active EE | $2,093 | $1,699+23.2% | $2,723-23.1% | $2,671-21.6% |
| Participant deferral / active EE | $3,248 | $2,992+8.6% | $4,443-26.9% | $4,126-21.3% |
| Admin fee / account holder | $22,355 | $3,578+524.8% | $5,381+315.5% | $5,651+295.6% |