Filed June 5, 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 | $36,571 | $85,171-57.1% | $172,753-78.8% | $72,976-49.9% |
| Participation rate | 46.0% | 70.1%-24.1pp | 82.6%-36.6pp | 69.5%-23.5pp |
| Annual return | 25.72% | 27.32%-1.6pp | 803.00%-777.3pp | 81.02%-55.3pp |
| Employer contribution / active EE | $2,898 | $3,324-12.8% | $5,144-43.7% | $2,440+18.8% |
| Participant deferral / active EE | $3,051 | $3,260-6.4% | $5,198-41.3% | $3,608-15.4% |
| Admin fee / account holder | $940 | $5,880-84.0% | $13,956-93.3% | $5,124-81.7% |