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 | $70,666-51.6% | $169,385-79.8% | $75,181-54.5% |
| Participation rate | 59.0% | 64.8%-5.7pp | 77.2%-18.1pp | 67.2%-8.2pp |
| Annual return | 15.56% | 36.37%-20.8pp | 405.82%-390.3pp | 160.69%-145.1pp |
| Employer contribution / active EE | $1,315 | $2,210-40.5% | $4,012-67.2% | $2,671-50.7% |
| Participant deferral / active EE | $2,591 | $4,308-39.9% | $6,221-58.3% | $4,126-37.2% |
| Admin fee / account holder | $3,313 | $5,402-38.7% | $9,011-63.2% | $5,650-41.4% |