Filed March 10, 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 | $48,919 | $178,174-72.5% | $156,181-68.7% | $137,256-64.4% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.8%-37.2pp | 80.0%-38.3pp |
| Annual return | 18.63% | 84.19%-65.6pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,184 | $6,888-68.3% | $6,132-64.4% | $6,407-65.9% |
| Admin fee / account holder | $807 | $17,404-95.4% | $14,586-94.5% | $12,270-93.4% |