Filed January 20, 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 | $96,278 | $91,537+5.2% | $130,045-26.0% | $75,173+28.1% |
| Participation rate | 43.4% | 71.5%-28.0pp | 78.5%-35.1pp | 67.2%-23.8pp |
| Annual return | 18.00% | -631.55%+649.5pp | -137.30%+155.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,885 | $2,845-33.7% | $4,321-56.4% | $2,671-29.4% |
| Participant deferral / active EE | $5,150 | $4,343+18.6% | $5,820-11.5% | $4,126+24.8% |
| Admin fee / account holder | $4,761 | $6,780-29.8% | $10,600-55.1% | $5,651-15.7% |