Filed March 5, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,259 | $149,446-81.1% | $256,809-89.0% | $94,015-69.9% |
| Participation rate | 56.1% | 85.3%-29.2pp | 88.5%-32.4pp | 70.8%-14.7pp |
| Annual return | 15.62% | 17.55%-1.9pp | 32.73%-17.1pp | 17.84%-2.2pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,568 | $6,491-60.4% | $9,520-73.0% | $4,249-39.6% |
| Admin fee / account holder | $718 | $24,035-97.0% | $25,146-97.1% | $8,951-92.0% |