Filed April 25, 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 | $35,883 | $36,002-0.3% | $161,489-77.8% | $64,728-44.6% |
| Participation rate | 19.6% | 57.4%-37.8pp | 78.7%-59.1pp | 57.9%-38.3pp |
| Annual return | 11.05% | 33.93%-22.9pp | 89.72%-78.7pp | 49.38%-38.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,226 | $1,815-32.4% | $5,630-78.2% | $2,729-55.1% |
| Admin fee / account holder | $5,257 | $931+464.9% | $16,006-67.2% | $1,145+359.1% |