Filed January 21, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $171,712 | $81,457+110.8% | $103,378+66.1% | $80,911+112.2% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 29.77% | 25.58%+4.2pp | 24.91%+4.9pp | 35.63%-5.9pp |
| Employer contribution / active EE | $2,268 | $3,107-27.0% | $3,870-41.4% | $2,756-17.7% |
| Participant deferral / active EE | $4,871 | $3,871+25.8% | $5,058-3.7% | $4,297+13.4% |
| Admin fee / account holder | $1,254 | $6,717-81.3% | $8,401-85.1% | $6,935-81.9% |