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 | $34,924 | $41,377-15.6% | $109,313-68.1% | $62,881-44.5% |
| Participation rate | 61.1% | 57.5%+3.6pp | 71.3%-10.2pp | 69.3%-8.2pp |
| Annual return | 6.69% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $910 | $1,276-28.7% | $3,892-76.6% | $2,281-60.1% |
| Participant deferral / active EE | $2,080 | $2,045+1.7% | $3,166-34.3% | $3,203-35.1% |
| Admin fee / account holder | $1,059 | $2,884-63.3% | $5,666-81.3% | $4,296-75.3% |