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 | $119,484 | $65,395+82.7% | $182,540-34.5% | $72,975+63.7% |
| Participation rate | 60.9% | 65.4%-4.5pp | 78.0%-17.0pp | 69.5%-8.6pp |
| Annual return | 24.08% | 27.68%-3.6pp | 148.58%-124.5pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,299 | $1,911+20.3% | $4,076-43.6% | $2,440-5.8% |
| Participant deferral / active EE | $6,437 | $3,563+80.7% | $5,525+16.5% | $3,608+78.4% |
| Admin fee / account holder | $444 | $4,245-89.6% | $8,593-94.8% | $5,124-91.3% |