Filed June 6, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,214 | $85,171-91.5% | $172,752-95.8% | $72,975-90.1% |
| Participation rate | 30.1% | 70.1%-39.9pp | 82.6%-52.5pp | 69.5%-39.4pp |
| Annual return | 26.26% | 27.32%-1.1pp | 802.97%-776.7pp | 81.01%-54.8pp |
| Employer contribution / active EE | $860 | $3,324-74.1% | $5,144-83.3% | $2,440-64.8% |
| Participant deferral / active EE | $1,232 | $3,260-62.2% | $5,198-76.3% | $3,608-65.8% |
| Admin fee / account holder | $327 | $5,880-94.4% | $13,955-97.7% | $5,124-93.6% |