Filed August 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 | $16,997 | $29,051-41.5% | $52,425-67.6% | $67,986-75.0% |
| Participation rate | 10.2% | 30.4%-20.2pp | 55.6%-45.4pp | 57.2%-47.0pp |
| Annual return | 19.23% | 24.00%-4.8pp | 302.12%-282.9pp | 31.67%-12.4pp |
| Employer contribution / active EE | $258 | $412-37.4% | $914-71.8% | $2,019-87.2% |
| Participant deferral / active EE | $498 | $873-42.9% | $1,790-72.2% | $3,358-85.2% |
| Admin fee / account holder | $1,426 | $2,113-32.5% | $2,495-42.8% | $3,203-55.5% |