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 | $34,183 | $70,684-51.6% | $169,390-79.8% | $75,173-54.5% |
| Participation rate | 59.0% | 64.8%-5.8pp | 77.2%-18.1pp | 67.2%-8.2pp |
| Annual return | 15.56% | 36.38%-20.8pp | 406.07%-390.5pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,315 | $2,211-40.5% | $4,013-67.2% | $2,671-50.8% |
| Participant deferral / active EE | $2,591 | $4,310-39.9% | $6,222-58.4% | $4,126-37.2% |
| Admin fee / account holder | $3,313 | $5,404-38.7% | $9,015-63.3% | $5,651-41.4% |