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 | $104,784 | $56,054+86.9% | $171,082-38.8% | $62,881+66.6% |
| Participation rate | 45.9% | 62.9%-17.0pp | 76.7%-30.8pp | 69.3%-23.4pp |
| Annual return | 8.99% | 22.52%-13.5pp | 32.56%-23.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,840 | $1,731+6.3% | $4,002-54.0% | $2,281-19.3% |
| Participant deferral / active EE | $4,898 | $3,158+55.1% | $4,797+2.1% | $3,203+52.9% |
| Admin fee / account holder | $1,442 | $3,647-60.5% | $8,520-83.1% | $4,296-66.4% |