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 | $111,360 | $62,672+77.7% | $185,117-39.8% | $70,126+58.8% |
| Participation rate | 51.6% | 63.8%-12.2pp | 77.3%-25.7pp | 69.5%-18.0pp |
| Annual return | 17.74% | 40.79%-23.0pp | 40.50%-22.8pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,767 | $1,753+0.8% | $4,182-57.8% | $2,343-24.6% |
| Participant deferral / active EE | $5,092 | $3,272+55.6% | $5,045+0.9% | $3,332+52.8% |
| Admin fee / account holder | $6,227 | $3,932+58.4% | $8,159-23.7% | $4,645+34.0% |