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 | $55,889+29.7% | $76,119-4.7% | $80,935-10.4% |
| Participation rate | 68.3% | 62.1%+6.2pp | 69.1%-0.8pp | 67.7%+0.6pp |
| Annual return | 13.61% | 20.58%-7.0pp | 361.25%-347.6pp | 35.66%-22.0pp |
| Employer contribution / active EE | $3,105 | $1,866+66.4% | $2,693+15.3% | $2,757+12.6% |
| Participant deferral / active EE | $5,019 | $3,051+64.5% | $4,259+17.8% | $4,299+16.7% |
| Admin fee / account holder | $9,865 | $5,241+88.2% | $6,421+53.6% | $6,924+42.5% |