Filed October 10, 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 | $92,111 | $64,719+42.3% | $112,249-17.9% | $68,486+34.5% |
| Participation rate | 65.4% | 67.2%-1.8pp | 75.1%-9.7pp | 67.9%-2.5pp |
| Annual return | -17.94% | -11.40%-6.5pp | 27.48%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,783 | $2,747+37.7% | $3,636+4.1% | $2,597+45.7% |
| Participant deferral / active EE | $6,639 | $3,565+86.2% | $4,729+40.4% | $4,028+64.8% |
| Admin fee / account holder | $3,005 | $5,232-42.6% | $6,412-53.1% | $5,404-44.4% |