Filed March 18, 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 | $40,956 | $51,642-20.7% | $129,384-68.3% | $80,935-49.4% |
| Participation rate | 38.1% | 56.9%-18.8pp | 69.6%-31.5pp | 67.7%-29.6pp |
| Annual return | 14.46% | 20.78%-6.3pp | 9461.77%-9447.3pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,486 | $2,670-6.9% | $4,166-40.3% | $4,299-42.2% |
| Admin fee / account holder | $4,269 | $4,312-1.0% | $7,686-44.5% | $6,924-38.3% |