Filed July 22, 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 | $71,647 | $134,817-46.9% | $123,973-42.2% | $155,188-53.8% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.7%-18.3pp | 80.8%-22.5pp |
| Annual return | 17.95% | 515.49%-497.5pp | 388.13%-370.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,121 | $4,425-52.1% | $4,126-48.6% | $4,248-50.1% |
| Participant deferral / active EE | $3,351 | $5,706-41.3% | $5,247-36.1% | $6,531-48.7% |
| Admin fee / account holder | $28,272 | $13,245+113.5% | $11,799+139.6% | $14,480+95.3% |