Filed May 30, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,303 | $72,177-44.2% | $115,038-65.0% | $59,633-32.4% |
| Participation rate | 61.3% | 72.6%-11.3pp | 81.4%-20.1pp | 68.7%-7.4pp |
| Annual return | -0.48% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $858 | $2,841-69.8% | $4,608-81.4% | $2,203-61.0% |
| Participant deferral / active EE | $1,769 | $4,783-63.0% | $6,026-70.7% | $3,192-44.6% |
| Admin fee / account holder | $15,868 | $4,927+222.1% | $8,175+94.1% | $4,297+269.3% |