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 | $133,101 | $52,678+152.7% | $75,784+75.6% | $59,633+123.2% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.8%-19.8pp | 68.7%-12.7pp |
| Annual return | 0.36% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $950 | $2,193-56.7% | $3,323-71.4% | $2,203-56.9% |
| Participant deferral / active EE | $5,427 | $2,591+109.5% | $3,652+48.6% | $3,192+70.1% |
| Admin fee / account holder | $11,184 | $3,610+209.8% | $5,300+111.0% | $4,297+160.3% |