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 | $135,029 | $56,894+137.3% | $84,753+59.3% | $62,881+114.7% |
| Participation rate | 48.4% | 68.5%-20.2pp | 76.6%-28.2pp | 69.3%-20.9pp |
| Annual return | 13.01% | 6.30%+6.7pp | 22.78%-9.8pp | 20.14%-7.1pp |
| Employer contribution / active EE | $911 | $2,400-62.0% | $3,574-74.5% | $2,281-60.1% |
| Participant deferral / active EE | $5,137 | $2,709+89.6% | $3,712+38.4% | $3,203+60.4% |
| Admin fee / account holder | $47,168 | $3,581+1217.2% | $5,333+784.4% | $4,296+998.0% |