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 | $106,864+51.7% | $147,318+10.0% | $82,637+96.2% |
| Participation rate | 49.2% | 75.5%-26.3pp | 82.1%-32.9pp | 68.1%-18.9pp |
| Annual return | 15.72% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,555 | $3,417-54.5% | $4,593-66.1% | $2,552-39.1% |
| Participant deferral / active EE | $3,971 | $6,496-38.9% | $7,906-49.8% | $4,126-3.8% |
| Admin fee / account holder | $1,258 | $8,415-85.0% | $13,708-90.8% | $7,339-82.9% |