Filed July 17, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,993 | $65,555-63.4% | $86,216-72.2% | $75,173-68.1% |
| Participation rate | 44.3% | 60.5%-16.2pp | 69.0%-24.7pp | 67.2%-22.9pp |
| Annual return | 15.47% | 46.07%-30.6pp | 1169.42%-1153.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,378 | $1,553-11.3% | $2,382-42.1% | $2,671-48.4% |
| Participant deferral / active EE | $712 | $3,023-76.5% | $3,986-82.1% | $4,126-82.8% |
| Admin fee / account holder | $781 | $5,469-85.7% | $6,853-88.6% | $5,651-86.2% |