Filed April 30, 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 | $99,600 | $29,736+234.9% | $56,033+77.8% | $80,935+23.1% |
| Participation rate | 40.6% | 41.7%-1.1pp | 52.5%-11.9pp | 67.7%-27.0pp |
| Annual return | 14.45% | 35.28%-20.8pp | 1711.38%-1696.9pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,576 | $671+134.7% | $1,041+51.4% | $2,757-42.8% |
| Participant deferral / active EE | $3,874 | $1,228+215.4% | $1,954+98.3% | $4,299-9.9% |
| Admin fee / account holder | $902 | $2,434-62.9% | $2,827-68.1% | $6,924-87.0% |