Filed April 2, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,271 | $37,463+87.6% | $77,096-8.9% | $66,938+5.0% |
| Participation rate | 5.8% | 52.9%-47.1pp | 67.9%-62.1pp | 69.8%-64.0pp |
| Annual return | -20.51% | -3.25%-17.3pp | 42.35%-62.9pp | 1.58%-22.1pp |
| Employer contribution / active EE | $334 | $1,535-78.2% | $2,814-88.1% | $2,545-86.9% |
| Participant deferral / active EE | $625 | $2,621-76.1% | $4,429-85.9% | $4,238-85.2% |
| Admin fee / account holder | $1,451 | $568+155.5% | $5,428-73.3% | $594+144.5% |