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 | $81,487+110.7% | $102,412+67.7% | $80,935+112.2% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.7%-15.7pp |
| Annual return | 29.77% | 25.60%+4.2pp | 24.94%+4.8pp | 35.66%-5.9pp |
| Employer contribution / active EE | $2,268 | $3,103-26.9% | $3,870-41.4% | $2,757-17.7% |
| Participant deferral / active EE | $4,871 | $3,871+25.8% | $5,060-3.7% | $4,299+13.3% |
| Admin fee / account holder | $1,254 | $6,717-81.3% | $8,388-85.1% | $6,924-81.9% |