Filed October 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 | $31,552 | $39,162-19.4% | $100,671-68.7% | $59,633-47.1% |
| Participation rate | 58.8% | 55.9%+3.0pp | 70.7%-11.9pp | 68.7%-9.8pp |
| Annual return | 2.12% | 21.07%-18.9pp | 20.43%-18.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,408 | $1,151+22.4% | $4,012-64.9% | $2,203-36.1% |
| Participant deferral / active EE | $2,888 | $1,992+45.0% | $3,144-8.1% | $3,192-9.5% |
| Admin fee / account holder | $1,925 | $2,969-35.2% | $4,850-60.3% | $4,297-55.2% |