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 | $36,819 | $166,131-77.8% | $164,975-77.7% | $145,877-74.8% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 12.19% | 100.37%-88.2pp | 70.12%-57.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,687 | $6,962-61.4% | $6,033-55.5% | $6,691-59.8% |
| Admin fee / account holder | $685 | $16,648-95.9% | $12,688-94.6% | $13,402-94.9% |