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 | $60,508 | $48,053+25.9% | $84,637-28.5% | $72,976-17.1% |
| Participation rate | 69.6% | 57.6%+12.1pp | 68.2%+1.4pp | 69.5%+0.2pp |
| Annual return | 25.70% | 37.39%-11.7pp | 258.82%-233.1pp | 81.02%-55.3pp |
| Employer contribution / active EE | $2,354 | $1,602+46.9% | $2,653-11.3% | $2,440-3.5% |
| Participant deferral / active EE | $4,520 | $2,681+68.6% | $3,900+15.9% | $3,608+25.3% |
| Admin fee / account holder | $510 | $3,395-85.0% | $4,914-89.6% | $5,124-90.1% |