Filed March 6, 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 | $96,874 | $64,729+49.7% | $112,263-13.7% | $68,490+41.4% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | 2.69% | -11.40%+14.1pp | 27.49%-24.8pp | -7.85%+10.5pp |
| Employer contribution / active EE | $1,344 | $2,746-51.1% | $3,636-63.1% | $2,597-48.3% |
| Participant deferral / active EE | $7,198 | $3,566+101.9% | $4,729+52.2% | $4,028+78.7% |
| Admin fee / account holder | $15,219 | $5,222+191.5% | $6,410+137.4% | $5,403+181.7% |