Filed November 25, 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 | $37,185 | $66,402-44.0% | $109,907-66.2% | $85,847-56.7% |
| Participation rate | 43.6% | 63.9%-20.3pp | 74.2%-30.6pp | 69.3%-25.7pp |
| Annual return | 14.45% | 19.59%-5.1pp | 29.46%-15.0pp | 318.61%-304.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,393 | $2,842-51.0% | $4,047-65.6% | $3,952-64.8% |
| Admin fee / account holder | $957 | $4,557-79.0% | $6,069-84.2% | $6,261-84.7% |