Filed August 22, 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 | $145,747 | $100,262+45.4% | $81,370+79.1% | $145,897-0.1% |
| Participation rate | 42.9% | 74.3%-31.4pp | 69.5%-26.7pp | 80.3%-37.4pp |
| Annual return | 12.62% | 34.52%-21.9pp | 24.85%-12.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $910 | $2,979-69.5% | $2,464-63.1% | $4,663-80.5% |
| Participant deferral / active EE | $3,129 | $4,612-32.2% | $3,885-19.5% | $6,689-53.2% |
| Admin fee / account holder | $425 | $8,163-94.8% | $5,749-92.6% | $13,390-96.8% |