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 | $90,177 | $54,573+65.2% | $90,970-0.9% | $73,493+22.7% |
| Participation rate | 37.1% | 61.2%-24.0pp | 69.0%-31.9pp | 70.7%-33.5pp |
| Annual return | 13.87% | 16.69%-2.8pp | 134.58%-120.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $786 | $991-20.7% | $2,122-63.0% | $2,270-65.4% |
| Participant deferral / active EE | $1,371 | $2,517-45.5% | $3,373-59.3% | $3,740-63.3% |
| Admin fee / account holder | $2,179 | $521+318.0% | $5,960-63.4% | $513+324.8% |