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 | $82,999 | $49,280+68.4% | $67,313+23.3% | $64,173+29.3% |
| Participation rate | 29.0% | 60.8%-31.8pp | 69.1%-40.0pp | 69.6%-40.5pp |
| Annual return | -5.39% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,319 | $2,484-46.9% | $3,568-63.0% | $3,470-62.0% |
| Admin fee / account holder | $26,040 | $3,863+574.2% | $4,507+477.8% | $4,887+432.8% |