Filed May 27, 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 | $162,102 | $106,749+51.9% | $145,433+11.5% | $82,448+96.6% |
| Participation rate | 49.2% | 75.6%-26.5pp | 82.1%-32.9pp | 68.1%-18.9pp |
| Annual return | 15.72% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,555 | $3,444-54.8% | $4,554-65.8% | $2,551-39.0% |
| Participant deferral / active EE | $3,971 | $6,519-39.1% | $7,897-49.7% | $4,139-4.1% |
| Admin fee / account holder | $1,258 | $8,390-85.0% | $13,129-90.4% | $7,234-82.6% |