Filed July 29, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,934 | $29,667-69.9% | $56,441-84.2% | $80,874-89.0% |
| Participation rate | 64.5% | 41.7%+22.8pp | 52.5%+12.0pp | 67.6%-3.1pp |
| Annual return | 7.41% | 35.22%-27.8pp | 1704.21%-1696.8pp | 35.62%-28.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,734 | $1,227+122.9% | $1,953+40.0% | $4,297-36.4% |
| Admin fee / account holder | $328 | $2,429-86.5% | $2,829-88.4% | $6,935-95.3% |