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 | $94,699-33.9% | $185,441-66.2% | $65,306-4.1% |
| Participation rate | 44.7% | 64.2%-19.5pp | 80.3%-35.5pp | 57.7%-12.9pp |
| Annual return | 14.37% | 16.71%-2.3pp | 20.16%-5.8pp | 21.94%-7.6pp |
| Employer contribution / active EE | $1,573 | $2,381-33.9% | $4,672-66.3% | $1,967-20.0% |
| Participant deferral / active EE | $3,759 | $3,568+5.4% | $6,152-38.9% | $2,959+27.0% |
| Admin fee / account holder | $4,039 | $4,797-15.8% | $17,890-77.4% | $3,480+16.1% |