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 | $12,060 | $49,897-75.8% | $80,648-85.0% | $75,177-84.0% |
| Participation rate | 52.9% | 55.3%-2.4pp | 67.0%-14.1pp | 67.2%-14.3pp |
| Annual return | 15.87% | 34.68%-18.8pp | 937.21%-921.3pp | 160.75%-144.9pp |
| Employer contribution / active EE | $2,313 | $1,699+36.1% | $2,724-15.1% | $2,671-13.4% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,682 | $3,579-53.0% | $5,382-68.7% | $5,651-70.2% |