Filed April 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 | $134,263 | $77,164+74.0% | $178,014-24.6% | $80,874+66.0% |
| Participation rate | 62.7% | 65.7%-3.0pp | 77.1%-14.4pp | 67.6%-4.9pp |
| Annual return | 21.06% | 18.09%+3.0pp | 294.80%-273.7pp | 35.62%-14.6pp |
| Employer contribution / active EE | $2,898 | $2,288+26.7% | $3,950-26.6% | $2,756+5.2% |
| Participant deferral / active EE | $8,569 | $4,408+94.4% | $6,276+36.5% | $4,297+99.4% |
| Admin fee / account holder | $2,761 | $7,164-61.5% | $10,362-73.4% | $6,935-60.2% |