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 | $43,749-1.5% | $158,223-72.8% | $65,306-34.0% |
| Participation rate | 46.4% | 56.9%-10.5pp | 79.2%-32.8pp | 57.7%-11.3pp |
| Annual return | 19.19% | 19.41%-0.2pp | 52.09%-32.9pp | 21.94%-2.7pp |
| Employer contribution / active EE | $772 | $1,497-48.4% | $4,109-81.2% | $1,967-60.8% |
| Participant deferral / active EE | $1,625 | $2,019-19.5% | $5,467-70.3% | $2,959-45.1% |
| Admin fee / account holder | $5,766 | $1,930+198.7% | $16,047-64.1% | $3,480+65.7% |