Filed June 1, 2026
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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 | $48,455 | $76,551-36.7% | $123,894-60.9% | $62,881-22.9% |
| Participation rate | 62.7% | 73.0%-10.3pp | 81.4%-18.7pp | 69.3%-6.6pp |
| Annual return | 9.69% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $5,311 | $2,882+84.3% | $4,617+15.0% | $2,281+132.9% |
| Participant deferral / active EE | $2,159 | $4,840-55.4% | $5,984-63.9% | $3,203-32.6% |
| Admin fee / account holder | $3,010 | $4,826-37.6% | $8,357-64.0% | $4,296-29.9% |