Filed March 17, 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 | $61,785 | $43,075+43.4% | $74,577-17.2% | $62,881-1.7% |
| Participation rate | 48.8% | 58.1%-9.3pp | 68.1%-19.3pp | 69.3%-20.5pp |
| Annual return | 13.89% | 17.50%-3.6pp | 20.47%-6.6pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,428 | $1,498-4.6% | $2,525-43.4% | $2,281-37.4% |
| Participant deferral / active EE | $3,371 | $2,389+41.1% | $3,458-2.5% | $3,203+5.3% |
| Admin fee / account holder | $655 | $2,840-76.9% | $4,138-84.2% | $4,296-84.8% |