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 | $82,109 | $52,519+56.3% | $155,789-47.3% | $59,633+37.7% |
| Participation rate | 50.0% | 61.7%-11.7pp | 76.1%-26.1pp | 68.7%-18.7pp |
| Annual return | 1.18% | 53.51%-52.3pp | 71.54%-70.4pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,500 | $1,589-5.6% | $3,839-60.9% | $2,203-31.9% |
| Participant deferral / active EE | $4,490 | $3,084+45.6% | $4,798-6.4% | $3,192+40.7% |
| Admin fee / account holder | $1,078 | $3,540-69.5% | $7,477-85.6% | $4,297-74.9% |