Filed February 21, 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 | $43,074 | $41,016+5.0% | $152,093-71.7% | $64,097-32.8% |
| Participation rate | 46.4% | 51.3%-4.9pp | 77.8%-31.4pp | 55.2%-8.8pp |
| Annual return | 19.19% | 39.60%-20.4pp | 66.36%-47.2pp | 34.64%-15.5pp |
| Employer contribution / active EE | $772 | $1,342-42.5% | $4,175-81.5% | $1,891-59.2% |
| Participant deferral / active EE | $1,625 | $1,927-15.7% | $5,451-70.2% | $3,080-47.2% |
| Admin fee / account holder | $5,766 | $2,305+150.1% | $14,497-60.2% | $3,454+66.9% |