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 | $50,620 | $110,083-54.0% | $151,639-66.6% | $68,486-26.1% |
| Participation rate | 64.2% | 84.0%-19.8pp | 87.5%-23.3pp | 67.9%-3.7pp |
| Annual return | -16.29% | -10.12%-6.2pp | 3.34%-19.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,079 | $4,470-53.5% | $6,165-66.3% | $2,597-19.9% |
| Participant deferral / active EE | $2,783 | $6,526-57.4% | $8,363-66.7% | $4,028-30.9% |
| Admin fee / account holder | $16,234 | $7,718+110.4% | $11,613+39.8% | $5,404+200.4% |