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 | $72,514 | $55,902+29.7% | $76,030-4.6% | $80,959-10.4% |
| Participation rate | 68.3% | 62.1%+6.2pp | 69.1%-0.8pp | 67.7%+0.6pp |
| Annual return | 13.61% | 20.59%-7.0pp | 361.54%-347.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,105 | $1,867+66.3% | $2,688+15.5% | $2,757+12.6% |
| Participant deferral / active EE | $5,019 | $3,051+64.5% | $4,257+17.9% | $4,300+16.7% |
| Admin fee / account holder | $9,865 | $5,239+88.3% | $6,421+53.6% | $6,925+42.4% |