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 | $77,683 | $82,674-6.0% | $125,363-38.0% | $68,495+13.4% |
| Participation rate | 42.3% | 75.0%-32.7pp | 82.4%-40.1pp | 67.9%-25.6pp |
| Annual return | -14.22% | -5.97%-8.3pp | 572.15%-586.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $886 | $3,382-73.8% | $4,815-81.6% | $2,596-65.9% |
| Participant deferral / active EE | $1,391 | $6,111-77.2% | $7,447-81.3% | $4,028-65.5% |
| Admin fee / account holder | $1,552 | $6,276-75.3% | $10,005-84.5% | $5,403-71.3% |