Filed June 18, 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 | $84,797 | $81,487+4.1% | $102,412-17.2% | $80,935+4.8% |
| Participation rate | 65.1% | 66.8%-1.7pp | 74.5%-9.4pp | 67.7%-2.5pp |
| Annual return | 15.16% | 25.60%-10.4pp | 24.94%-9.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,423 | $3,103-21.9% | $3,870-37.4% | $2,757-12.1% |
| Participant deferral / active EE | $6,537 | $3,871+68.9% | $5,060+29.2% | $4,299+52.0% |
| Admin fee / account holder | $5,828 | $6,717-13.2% | $8,388-30.5% | $6,924-15.8% |