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 | $13,092 | $56,134-76.7% | $96,192-86.4% | $85,851-84.8% |
| Participation rate | 59.3% | 56.7%+2.6pp | 68.4%-9.1pp | 69.3%-10.0pp |
| Annual return | 12.79% | 42.30%-29.5pp | 192.09%-179.3pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,753 | $1,620+8.2% | $2,799-37.4% | $2,565-31.7% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,010 | $3,769-73.2% | $5,539-81.8% | $6,261-83.9% |