Filed August 8, 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 | $106,566 | $58,493+82.2% | $84,023+26.8% | $72,976+46.0% |
| Participation rate | 52.2% | 61.2%-9.0pp | 69.0%-16.8pp | 69.5%-17.3pp |
| Annual return | 29.47% | 28.93%+0.5pp | 71.32%-41.9pp | 81.02%-51.5pp |
| Employer contribution / active EE | $3,095 | $1,163+166.1% | $1,984+56.0% | $2,440+26.9% |
| Participant deferral / active EE | $4,410 | $2,394+84.2% | $3,239+36.2% | $3,608+22.2% |
| Admin fee / account holder | $2,367 | $4,569-48.2% | $6,102-61.2% | $5,124-53.8% |