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 | $56,431+56.3% | $130,788-32.6% | $87,485+0.8% |
| Participation rate | 38.2% | 58.9%-20.8pp | 70.1%-31.9pp | 68.9%-30.8pp |
| Annual return | 16.26% | 91.27%-75.0pp | 386.44%-370.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,237 | $1,549-20.2% | $3,558-65.2% | $2,596-52.4% |
| Participant deferral / active EE | $2,814 | $2,749+2.3% | $4,137-32.0% | $4,274-34.2% |
| Admin fee / account holder | $2,421 | $4,433-45.4% | $6,673-63.7% | $7,775-68.9% |