Filed January 19, 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 | $25,769 | $69,541-62.9% | $59,899-57.0% | $135,380-81.0% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.7%-28.5pp | 82.6%-36.5pp |
| Annual return | -7.23% | 7.95%-15.2pp | 3.46%-10.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,804 | $3,236-44.3% | $2,723-33.7% | $4,779-62.3% |
| Participant deferral / active EE | $1,804 | $4,206-57.1% | $3,402-47.0% | $5,609-67.8% |
| Admin fee / account holder | $4,020 | $5,737-29.9% | $3,592+11.9% | $10,828-62.9% |