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 | $12,082 | $45,872-73.7% | $77,100-84.3% | $68,490-82.4% |
| Participation rate | 40.5% | 55.9%-15.4pp | 67.9%-27.4pp | 67.9%-27.4pp |
| Annual return | -19.58% | 1.73%-21.3pp | 42.35%-61.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,203 | $1,650+33.5% | $2,815-21.7% | $2,597-15.2% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,690 | $3,041+21.3% | $5,443-32.2% | $5,403-31.7% |