Filed September 30, 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 | $26,572 | $112,596-76.4% | $152,301-82.6% | $64,728-58.9% |
| Participation rate | 20.6% | 63.6%-43.0pp | 82.4%-61.9pp | 57.9%-37.3pp |
| Annual return | 21.74% | 23.76%-2.0pp | 80.50%-58.8pp | 49.38%-27.6pp |
| Employer contribution / active EE | $266 | $3,716-92.8% | $4,624-94.3% | $2,243-88.1% |
| Participant deferral / active EE | $592 | $6,075-90.2% | $8,004-92.6% | $2,729-78.3% |
| Admin fee / account holder | $1,328 | $996+33.3% | $14,398-90.8% | $1,145+16.0% |