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 | $52,509 | $46,697+12.4% | $117,529-55.3% | $68,490-23.3% |
| Participation rate | 55.6% | 56.8%-1.2pp | 70.6%-15.0pp | 67.9%-12.3pp |
| Annual return | -17.57% | -14.52%-3.1pp | 29.77%-47.3pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,717 | $1,506+14.0% | $4,179-58.9% | $2,597-33.9% |
| Participant deferral / active EE | $3,679 | $2,637+39.5% | $4,072-9.7% | $4,028-8.7% |
| Admin fee / account holder | $4,035 | $4,023+0.3% | $5,645-28.5% | $5,403-25.3% |