Filed March 28, 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 | $83,052 | $77,638+7.0% | $156,551-46.9% | $62,881+32.1% |
| Participation rate | 55.2% | 71.2%-16.0pp | 84.0%-28.8pp | 69.3%-14.1pp |
| Annual return | 7.41% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $563 | $3,444-83.7% | $5,501-89.8% | $2,281-75.3% |
| Participant deferral / active EE | $2,774 | $3,046-8.9% | $4,871-43.0% | $3,203-13.4% |
| Admin fee / account holder | $784 | $5,561-85.9% | $13,028-94.0% | $4,296-81.7% |