Filed March 13, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,938 | $63,346-79.6% | $92,239-86.0% | $70,124-81.5% |
| Participation rate | 56.0% | 68.7%-12.7pp | 76.5%-20.5pp | 69.5%-13.5pp |
| Annual return | 38.18% | 530.19%-492.0pp | 176.29%-138.1pp | 73.14%-35.0pp |
| Employer contribution / active EE | $2,227 | $2,471-9.9% | $3,680-39.5% | $2,342-4.9% |
| Participant deferral / active EE | $4,373 | $2,854+53.2% | $3,897+12.2% | $3,332+31.3% |
| Admin fee / account holder | $803 | $3,841-79.1% | $5,194-84.5% | $4,645-82.7% |