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 | $33,734 | $43,730-22.9% | $121,220-72.2% | $64,173-47.4% |
| Participation rate | 56.6% | 58.3%-1.7pp | 71.8%-15.1pp | 69.6%-12.9pp |
| Annual return | -4.06% | 68.94%-73.0pp | 16.94%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $846 | $1,297-34.7% | $4,023-79.0% | $2,381-64.5% |
| Participant deferral / active EE | $1,777 | $2,281-22.1% | $3,345-46.9% | $3,470-48.8% |
| Admin fee / account holder | $3,696 | $3,502+5.5% | $5,021-26.4% | $4,887-24.4% |