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 | $82,704 | $59,804+38.3% | $81,982+0.9% | $79,856+3.6% |
| Participation rate | 29.5% | 61.6%-32.1pp | 69.3%-39.7pp | 69.6%-40.1pp |
| Annual return | 14.47% | 17.56%-3.1pp | 41.31%-26.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $343 | $1,713-80.0% | $2,498-86.3% | $2,471-86.1% |
| Participant deferral / active EE | $1,453 | $2,695-46.1% | $3,722-61.0% | $3,741-61.1% |
| Admin fee / account holder | $1,141 | $4,288-73.4% | $5,665-79.9% | $5,306-78.5% |