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 | $54,558-60.8% | $76,051-71.9% | $74,400-71.2% |
| Participation rate | 31.9% | 60.3%-28.4pp | 69.1%-37.1pp | 67.2%-35.3pp |
| Annual return | 18.58% | 31.83%-13.3pp | 360.42%-341.8pp | 1367.51%-1348.9pp |
| Employer contribution / active EE | $379 | $1,778-78.7% | $2,690-85.9% | $2,624-85.5% |
| Participant deferral / active EE | $1,950 | $3,065-36.4% | $4,257-54.2% | $4,348-55.2% |
| Admin fee / account holder | $1,286 | $2,232-42.4% | $6,416-80.0% | $1,944-33.8% |