Filed April 21, 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 | $30,715 | $39,162-21.6% | $100,671-69.5% | $59,633-48.5% |
| Participation rate | 61.3% | 55.9%+5.4pp | 70.7%-9.5pp | 68.7%-7.4pp |
| Annual return | 19.39% | 21.07%-1.7pp | 20.43%-1.0pp | 2041.45%-2022.1pp |
| Employer contribution / active EE | $824 | $1,151-28.4% | $4,012-79.5% | $2,203-62.6% |
| Participant deferral / active EE | $1,577 | $1,992-20.8% | $3,144-49.8% | $3,192-50.6% |
| Admin fee / account holder | $1,469 | $2,969-50.5% | $4,850-69.7% | $4,297-65.8% |