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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,265 | $52,279-65.1% | $89,435-79.6% | $79,856-77.1% |
| Participation rate | 45.2% | 57.5%-12.4pp | 68.0%-22.8pp | 69.6%-24.5pp |
| Annual return | 30.97% | 22.16%+8.8pp | 245.55%-214.6pp | 31.71%-0.7pp |
| Employer contribution / active EE | $2,016 | $1,572+28.3% | $2,587-22.1% | $2,471-18.4% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,926 | $3,356-42.6% | $4,884-60.6% | $5,306-63.7% |