Filed September 25, 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 | $108,517 | $50,554+114.7% | $67,681+60.3% | $87,485+24.0% |
| Participation rate | 35.1% | 67.7%-32.6pp | 73.7%-38.6pp | 68.9%-33.8pp |
| Annual return | 11.64% | 17.81%-6.2pp | 590.58%-578.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $3,129 | $1,988+57.4% | $2,678+16.8% | $2,596+20.5% |
| Participant deferral / active EE | $3,538 | $2,961+19.5% | $3,976-11.0% | $4,274-17.2% |
| Admin fee / account holder | $22,398 | $4,132+442.0% | $6,100+267.2% | $7,775+188.1% |