Filed April 7, 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 | $42,225 | $69,977-39.7% | $108,582-61.1% | $62,881-32.8% |
| Participation rate | 58.0% | 72.9%-14.9pp | 79.6%-21.6pp | 69.3%-11.4pp |
| Annual return | 11.26% | 10.73%+0.5pp | -51.70%+63.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $710 | $2,135-66.7% | $3,758-81.1% | $2,281-68.9% |
| Participant deferral / active EE | $1,737 | $3,165-45.1% | $4,311-59.7% | $3,203-45.8% |
| Admin fee / account holder | $6,252 | $5,076+23.1% | $7,645-18.2% | $4,296+45.5% |