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 | $52,022 | $89,364-41.8% | $141,177-63.2% | $72,983-28.7% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.5%-27.6pp | 69.5%-14.6pp |
| Annual return | 22.29% | 111.86%-89.6pp | 71.40%-49.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $804 | $3,115-74.2% | $4,736-83.0% | $2,440-67.0% |
| Participant deferral / active EE | $1,327 | $5,419-75.5% | $6,710-80.2% | $3,608-63.2% |
| Admin fee / account holder | $11,151 | $5,959+87.1% | $10,263+8.7% | $5,124+117.6% |