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 | $39,395 | $78,013-49.5% | $178,449-77.9% | $80,911-51.3% |
| Participation rate | 56.5% | 65.7%-9.2pp | 77.1%-20.6pp | 67.6%-11.2pp |
| Annual return | 14.32% | 18.07%-3.8pp | 27.09%-12.8pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,672 | $2,287-26.9% | $3,951-57.7% | $2,756-39.3% |
| Participant deferral / active EE | $2,997 | $4,408-32.0% | $6,277-52.2% | $4,297-30.3% |
| Admin fee / account holder | $3,073 | $7,166-57.1% | $10,362-70.3% | $6,935-55.7% |