Filed September 4, 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 | $98,926 | $52,306+89.1% | $69,779+41.8% | $62,881+57.3% |
| Participation rate | 54.3% | 67.2%-12.9pp | 71.8%-17.5pp | 69.3%-15.0pp |
| Annual return | 15.94% | 13.35%+2.6pp | 12.99%+2.9pp | 20.14%-4.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,730 | $2,395+14.0% | $2,931-6.9% | $3,203-14.8% |
| Admin fee / account holder | $32,029 | $3,691+767.7% | $4,381+631.1% | $4,296+645.6% |