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 | $134,389 | $81,476+64.9% | $102,383+31.3% | $80,925+66.1% |
| Participation rate | 52.5% | 66.8%-14.3pp | 74.5%-22.0pp | 67.7%-15.1pp |
| Annual return | 13.23% | 25.59%-12.4pp | 24.94%-11.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,571 | $3,105-49.4% | $3,870-59.4% | $2,756-43.0% |
| Participant deferral / active EE | $4,238 | $3,871+9.5% | $5,060-16.2% | $4,299-1.4% |
| Admin fee / account holder | $1,761 | $6,717-73.8% | $8,391-79.0% | $6,940-74.6% |