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 | $33,917 | $41,377-18.0% | $109,313-69.0% | $62,881-46.1% |
| Participation rate | 53.1% | 57.5%-4.5pp | 71.3%-18.2pp | 69.3%-16.2pp |
| Annual return | 6.55% | 11.05%-4.5pp | 22.07%-15.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $840 | $1,276-34.2% | $3,892-78.4% | $2,281-63.2% |
| Participant deferral / active EE | $1,667 | $2,045-18.5% | $3,166-47.4% | $3,203-48.0% |
| Admin fee / account holder | $4,893 | $2,884+69.7% | $5,666-13.6% | $4,296+13.9% |