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 | $56,782 | $46,297+22.6% | $71,671-20.8% | $62,293-8.8% |
| Participation rate | 54.2% | 60.6%-6.4pp | 68.7%-14.5pp | 69.5%-15.3pp |
| Annual return | 13.22% | 22.32%-9.1pp | 20.65%-7.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,429 | $1,412+1.2% | $2,460-41.9% | $2,042-30.0% |
| Participant deferral / active EE | $3,488 | $2,235+56.1% | $3,438+1.5% | $3,169+10.1% |
| Admin fee / account holder | $4,247 | $461+822.0% | $5,558-23.6% | $479+786.0% |