Filed March 18, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,920 | $73,009-61.8% | $90,760-69.2% | $68,486-59.2% |
| Participation rate | 19.2% | 70.8%-51.6pp | 75.7%-56.5pp | 67.9%-48.7pp |
| Annual return | -15.03% | -13.81%-1.2pp | -12.16%-2.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $388 | $3,626-89.3% | $4,565-91.5% | $4,028-90.4% |
| Admin fee / account holder | $536 | $5,896-90.9% | $8,444-93.6% | $5,404-90.1% |