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 | $66,668 | $65,364+2.0% | $92,909-28.2% | $72,975-8.6% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 21.01% | 42.11%-21.1pp | 109.44%-88.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,570 | $2,594-39.5% | $3,653-57.0% | $2,440-35.6% |
| Participant deferral / active EE | $3,013 | $3,128-3.7% | $4,238-28.9% | $3,608-16.5% |
| Admin fee / account holder | $305 | $4,251-92.8% | $5,795-94.7% | $5,124-94.0% |