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 | $40,873 | $91,198-55.2% | $178,503-77.1% | $79,856-48.8% |
| Participation rate | 49.1% | 69.2%-20.1pp | 81.9%-32.8pp | 69.6%-20.5pp |
| Annual return | 14.14% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,552 | $3,257-21.6% | $5,011-49.1% | $2,471+3.3% |
| Participant deferral / active EE | $3,214 | $3,237-0.7% | $5,202-38.2% | $3,741-14.1% |
| Admin fee / account holder | $3,004 | $6,748-55.5% | $13,987-78.5% | $5,306-43.4% |