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 | $20,502 | $52,580-61.0% | $71,671-71.4% | $70,126-70.8% |
| Participation rate | 31.3% | 60.9%-29.6pp | 68.7%-37.5pp | 69.5%-38.3pp |
| Annual return | 21.41% | 20.25%+1.2pp | 20.65%+0.8pp | 73.15%-51.7pp |
| Employer contribution / active EE | $268 | $1,616-83.4% | $2,460-89.1% | $2,343-88.6% |
| Participant deferral / active EE | $1,103 | $2,386-53.8% | $3,438-67.9% | $3,332-66.9% |
| Admin fee / account holder | $1,316 | $3,653-64.0% | $5,558-76.3% | $4,645-71.7% |