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 | $40,733 | $48,570-16.1% | $130,660-68.8% | $72,976-44.2% |
| Participation rate | 53.1% | 58.6%-5.4pp | 71.7%-18.6pp | 69.5%-16.4pp |
| Annual return | 18.36% | 38.63%-20.3pp | 1709.29%-1690.9pp | 81.02%-62.7pp |
| Employer contribution / active EE | $785 | $1,334-41.2% | $4,092-80.8% | $2,440-67.8% |
| Participant deferral / active EE | $1,689 | $2,384-29.1% | $3,603-53.1% | $3,608-53.2% |
| Admin fee / account holder | $1,586 | $3,549-55.3% | $5,463-71.0% | $5,124-69.1% |