Filed May 4, 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 | $60,255 | $45,082+33.7% | $69,464-13.3% | $72,975-17.4% |
| Participation rate | 67.6% | 68.5%-0.8pp | 74.6%-7.0pp | 69.5%-1.8pp |
| Annual return | 20.87% | 22.66%-1.8pp | 28.98%-8.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $625 | $2,055-69.6% | $2,779-77.5% | $2,440-74.4% |
| Participant deferral / active EE | $6,626 | $2,604+154.5% | $3,536+87.4% | $3,608+83.7% |
| Admin fee / account holder | $2,061 | $3,057-32.6% | $3,840-46.3% | $5,124-59.8% |