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 | $101,665 | $57,350+77.3% | $83,850+21.2% | $64,181+58.4% |
| Participation rate | 51.4% | 68.6%-17.3pp | 76.1%-24.8pp | 69.6%-18.2pp |
| Annual return | -5.13% | 11.38%-16.5pp | 850.92%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $779 | $2,545-69.4% | $3,631-78.5% | $2,381-67.3% |
| Participant deferral / active EE | $4,244 | $2,993+41.8% | $4,082+4.0% | $3,470+22.3% |
| Admin fee / account holder | $18,434 | $4,046+355.6% | $5,478+236.5% | $4,887+277.2% |