Filed June 17, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,171 | $137,414-46.0% | $189,520-60.9% | $85,856-13.6% |
| Participation rate | 56.7% | 84.6%-27.9pp | 87.8%-31.1pp | 69.3%-12.7pp |
| Annual return | 12.00% | 38.14%-26.1pp | 555.25%-543.2pp | 318.58%-306.6pp |
| Employer contribution / active EE | $1,728 | $4,344-60.2% | $6,161-72.0% | $2,565-32.6% |
| Participant deferral / active EE | $2,613 | $6,260-58.3% | $8,220-68.2% | $3,952-33.9% |
| Admin fee / account holder | $3,356 | $8,630-61.1% | $12,046-72.1% | $6,261-46.4% |