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 | $44,114 | $84,953-48.1% | $163,379-73.0% | $82,637-46.6% |
| Participation rate | 57.5% | 65.9%-8.5pp | 76.8%-19.4pp | 68.1%-10.6pp |
| Annual return | 16.18% | 23.07%-6.9pp | 63.41%-47.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,766 | $2,183-19.1% | $3,752-52.9% | $2,552-30.8% |
| Participant deferral / active EE | $3,124 | $4,326-27.8% | $6,282-50.3% | $4,126-24.3% |
| Admin fee / account holder | $1,913 | $7,921-75.8% | $9,818-80.5% | $7,339-73.9% |