Filed August 19, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,606 | $48,053-77.9% | $84,637-87.5% | $72,976-85.5% |
| Participation rate | 44.4% | 57.6%-13.1pp | 68.2%-23.8pp | 69.5%-25.0pp |
| Annual return | 34.84% | 37.39%-2.5pp | 258.82%-224.0pp | 81.02%-46.2pp |
| Employer contribution / active EE | $3,647 | $1,602+127.7% | $2,653+37.5% | $2,440+49.5% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $512 | $3,395-84.9% | $4,914-89.6% | $5,124-90.0% |