Filed May 20, 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 | $73,469 | $51,638+42.3% | $129,406-43.2% | $80,959-9.3% |
| Participation rate | 40.5% | 56.9%-16.4pp | 69.6%-29.1pp | 67.7%-27.1pp |
| Annual return | 17.14% | 20.78%-3.6pp | 9468.18%-9451.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,265 | $1,584-20.1% | $4,155-69.5% | $2,757-54.1% |
| Participant deferral / active EE | $3,108 | $2,670+16.4% | $4,167-25.4% | $4,300-27.7% |
| Admin fee / account holder | $15,802 | $4,313+266.4% | $7,689+105.5% | $6,925+128.2% |