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 | $81,504+64.9% | $102,437+31.2% | $80,959+66.0% |
| Participation rate | 52.5% | 66.9%-14.3pp | 74.5%-22.0pp | 67.7%-15.1pp |
| Annual return | 13.23% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,571 | $3,104-49.4% | $3,871-59.4% | $2,757-43.0% |
| Participant deferral / active EE | $4,238 | $3,871+9.5% | $5,060-16.3% | $4,300-1.5% |
| Admin fee / account holder | $1,761 | $6,719-73.8% | $8,388-79.0% | $6,925-74.6% |