Filed June 12, 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 | $54,909 | $81,331-32.5% | $155,534-64.7% | $80,935-32.2% |
| Participation rate | 33.9% | 66.3%-32.4pp | 78.2%-44.3pp | 67.7%-33.8pp |
| Annual return | 16.21% | 33.37%-17.2pp | 64.92%-48.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,367 | $3,454-2.5% | $5,630-40.2% | $4,299-21.7% |
| Admin fee / account holder | $891 | $7,999-88.9% | $15,900-94.4% | $6,924-87.1% |