Filed April 11, 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 | $95,434 | $47,944+99.1% | $67,834+40.7% | $62,881+51.8% |
| Participation rate | 28.9% | 61.1%-32.1pp | 68.8%-39.8pp | 69.3%-40.4pp |
| Annual return | 9.39% | 11.77%-2.4pp | 138.47%-129.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,069 | $2,247-52.4% | $3,160-66.2% | $3,203-66.6% |
| Admin fee / account holder | $865 | $3,712-76.7% | $4,622-81.3% | $4,296-79.9% |