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 | $77,501 | $62,549+23.9% | $85,705-9.6% | $85,851-9.7% |
| Participation rate | 27.9% | 61.1%-33.2pp | 69.9%-42.0pp | 69.3%-41.4pp |
| Annual return | 11.30% | 23.77%-12.5pp | 21.49%-10.2pp | 318.63%-307.3pp |
| Employer contribution / active EE | $330 | $1,755-81.2% | $2,619-87.4% | $2,565-87.1% |
| Participant deferral / active EE | $1,236 | $2,802-55.9% | $3,924-68.5% | $3,952-68.7% |
| Admin fee / account holder | $24,220 | $4,644+421.6% | $6,877+252.2% | $6,261+286.8% |