Filed June 3, 2025
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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 | $81,389 | $56,121+45.0% | $92,985-12.5% | $64,340+26.5% |
| Participation rate | 59.6% | 44.9%+14.7pp | 69.5%-9.9pp | 55.2%+4.4pp |
| Annual return | 16.96% | 19.19%-2.2pp | 27.99%-11.0pp | 24.14%-7.2pp |
| Employer contribution / active EE | $2,506 | $1,351+85.5% | $2,662-5.9% | $1,862+34.6% |
| Participant deferral / active EE | $3,943 | $2,362+66.9% | $4,377-9.9% | $2,980+32.3% |
| Admin fee / account holder | $2,549 | $6,869-62.9% | $9,463-73.1% | $3,703-31.1% |