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 | $88,177 | $52,353+68.4% | $120,225-26.7% | $82,448+6.9% |
| Participation rate | 38.2% | 58.3%-20.2pp | 69.6%-31.4pp | 68.1%-29.9pp |
| Annual return | 16.26% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,237 | $1,510-18.1% | $3,475-64.4% | $2,551-51.5% |
| Participant deferral / active EE | $2,814 | $2,627+7.1% | $3,999-29.6% | $4,139-32.0% |
| Admin fee / account holder | $2,421 | $4,363-44.5% | $5,696-57.5% | $7,234-66.5% |