Filed May 6, 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 | $116,802 | $46,689+150.2% | $117,498-0.6% | $68,495+70.5% |
| Participation rate | 61.7% | 56.8%+4.9pp | 70.6%-8.9pp | 67.9%-6.2pp |
| Annual return | -18.83% | -14.52%-4.3pp | 29.75%-48.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,499 | $1,505+66.0% | $4,178-40.2% | $2,596-3.8% |
| Participant deferral / active EE | $5,652 | $2,637+114.3% | $4,071+38.8% | $4,028+40.3% |
| Admin fee / account holder | $465 | $4,021-88.4% | $5,646-91.8% | $5,403-91.4% |