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 | $129,987 | $72,027+80.5% | $185,835-30.1% | $79,852+62.8% |
| Participation rate | 63.1% | 65.8%-2.7pp | 78.0%-15.0pp | 69.6%-6.6pp |
| Annual return | 14.26% | 23.13%-8.9pp | 35.96%-21.7pp | 31.72%-17.5pp |
| Employer contribution / active EE | $2,528 | $1,965+28.6% | $4,087-38.2% | $2,471+2.3% |
| Participant deferral / active EE | $6,586 | $3,780+74.3% | $5,633+16.9% | $3,740+76.1% |
| Admin fee / account holder | $9,228 | $4,513+104.5% | $9,502-2.9% | $5,306+73.9% |