Filed February 12, 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 | $62,608 | $91,760-31.8% | $156,181-59.9% | $67,986-7.9% |
| Participation rate | 44.7% | 65.0%-20.3pp | 78.8%-34.1pp | 57.2%-12.5pp |
| Annual return | 14.37% | 18.14%-3.8pp | 64.87%-50.5pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,573 | $2,419-35.0% | $4,294-63.4% | $2,019-22.1% |
| Participant deferral / active EE | $3,759 | $3,960-5.1% | $6,132-38.7% | $3,358+11.9% |
| Admin fee / account holder | $4,039 | $3,949+2.3% | $14,586-72.3% | $3,203+26.1% |