Filed July 17, 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 | $47,493 | $48,364-1.8% | $71,796-33.8% | $62,881-24.5% |
| Participation rate | 51.1% | 60.6%-9.6pp | 69.1%-18.0pp | 69.3%-18.2pp |
| Annual return | 6.27% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $619 | $1,042-40.6% | $1,924-67.8% | $2,281-72.9% |
| Participant deferral / active EE | $1,181 | $2,091-43.5% | $2,794-57.8% | $3,203-63.1% |
| Admin fee / account holder | $638 | $3,771-83.1% | $4,815-86.7% | $4,296-85.1% |