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 | $74,120 | $52,279+41.8% | $89,435-17.1% | $79,856-7.2% |
| Participation rate | 68.3% | 57.5%+10.8pp | 68.0%+0.3pp | 69.6%-1.3pp |
| Annual return | 31.25% | 22.16%+9.1pp | 245.55%-214.3pp | 31.71%-0.5pp |
| Employer contribution / active EE | $2,497 | $1,572+58.9% | $2,587-3.5% | $2,471+1.1% |
| Participant deferral / active EE | $4,789 | $2,740+74.8% | $3,890+23.1% | $3,741+28.0% |
| Admin fee / account holder | $7,600 | $3,356+126.4% | $4,884+55.6% | $5,306+43.2% |