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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,478 | $88,672+70.8% | $105,223+44.0% | $82,448+83.7% |
| Participation rate | 41.7% | 67.9%-26.3pp | 75.0%-33.4pp | 68.1%-26.4pp |
| Annual return | 9.50% | 30.86%-21.4pp | 180.65%-171.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,145 | $3,048-62.4% | $3,689-69.0% | $2,551-55.1% |
| Participant deferral / active EE | $5,513 | $4,036+36.6% | $5,072+8.7% | $4,139+33.2% |
| Admin fee / account holder | $1,313 | $7,146-81.6% | $8,859-85.2% | $7,234-81.9% |