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 | $95,904-34.7% | $173,730-64.0% | $64,340-2.7% |
| Participation rate | 44.7% | 60.6%-15.9pp | 79.6%-34.8pp | 55.2%-10.5pp |
| Annual return | 14.37% | 17.47%-3.1pp | 19.96%-5.6pp | 24.14%-9.8pp |
| Employer contribution / active EE | $1,573 | $2,323-32.3% | $4,577-65.6% | $1,862-15.5% |
| Participant deferral / active EE | $3,759 | $3,488+7.8% | $6,326-40.6% | $2,980+26.1% |
| Admin fee / account holder | $4,039 | $5,089-20.6% | $17,523-77.0% | $3,703+9.1% |