Filed September 9, 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 | $21,398 | $54,679-60.9% | $76,119-71.9% | $74,459-71.3% |
| Participation rate | 31.9% | 60.3%-28.4pp | 69.1%-37.1pp | 67.2%-35.3pp |
| Annual return | 18.58% | 31.90%-13.3pp | 361.25%-342.7pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $379 | $1,781-78.7% | $2,693-85.9% | $2,626-85.5% |
| Participant deferral / active EE | $1,950 | $3,072-36.5% | $4,259-54.2% | $4,350-55.2% |
| Admin fee / account holder | $1,286 | $2,238-42.5% | $6,421-80.0% | $1,945-33.9% |