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 | $114,119-37.2% | $107,187-33.2% | $138,895-48.4% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 17.95% | 273.21%-255.3pp | 204.55%-186.6pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,121 | $4,059-47.7% | $3,782-43.9% | $4,194-49.4% |
| Participant deferral / active EE | $3,351 | $5,538-39.5% | $5,096-34.2% | $6,396-47.6% |
| Admin fee / account holder | $28,272 | $10,024+182.1% | $9,162+208.6% | $12,562+125.1% |