Filed March 6, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,916 | $65,367+7.0% | $92,915-24.8% | $72,976-4.2% |
| Participation rate | 55.3% | 68.3%-13.0pp | 76.0%-20.7pp | 69.5%-14.2pp |
| Annual return | 1.94% | 42.11%-40.2pp | 109.45%-107.5pp | 81.02%-79.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,255 | $3,128+68.0% | $4,238+24.0% | $3,608+45.6% |
| Admin fee / account holder | $9,147 | $4,251+115.1% | $5,796+57.8% | $5,124+78.5% |