Filed October 18, 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 | $87,861 | $83,369+5.4% | $105,223-16.5% | $67,986+29.2% |
| Participation rate | 60.6% | 56.3%+4.3pp | 75.0%-14.5pp | 57.2%+3.4pp |
| Annual return | 19.17% | 24.64%-5.5pp | 180.65%-161.5pp | 31.67%-12.5pp |
| Employer contribution / active EE | $2,951 | $2,541+16.1% | $3,689-20.0% | $2,019+46.2% |
| Participant deferral / active EE | $6,289 | $3,295+90.9% | $5,072+24.0% | $3,358+87.3% |
| Admin fee / account holder | $7,394 | $4,073+81.6% | $8,859-16.5% | $3,203+130.8% |