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 | $9,594 | $123,793-92.3% | $177,848-94.6% | $79,856-88.0% |
| Participation rate | 61.8% | 84.7%-22.9pp | 87.7%-26.0pp | 69.6%-7.9pp |
| Annual return | 45.05% | 22.82%+22.2pp | 48.33%-3.3pp | 31.71%+13.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,094 | $5,956-81.6% | $7,714-85.8% | $3,741-70.8% |
| Admin fee / account holder | $1,699 | $7,243-76.5% | $12,431-86.3% | $5,306-68.0% |