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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,767 | $91,179-83.8% | $178,499-91.7% | $79,852-81.5% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 45.97% | 24.19%+21.8pp | 151.10%-105.1pp | 31.72%+14.3pp |
| Employer contribution / active EE | $701 | $3,256-78.5% | $5,011-86.0% | $2,471-71.6% |
| Participant deferral / active EE | $1,212 | $3,236-62.5% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $1,068 | $6,749-84.2% | $13,986-92.4% | $5,306-79.9% |