Filed June 9, 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 | $77,418 | $100,911-23.3% | $90,440-14.4% | $158,966-51.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 5.86% | 1726.62%-1720.8pp | 1294.38%-1288.5pp | 302.95%-297.1pp |
| Employer contribution / active EE | $2,199 | $3,690-40.4% | $3,263-32.6% | $4,762-53.8% |
| Participant deferral / active EE | $8,404 | $4,348+93.3% | $3,964+112.0% | $5,983+40.5% |
| Admin fee / account holder | $30,913 | $6,507+375.1% | $5,615+450.6% | $11,250+174.8% |