Filed April 10, 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 | $39,248 | $89,367-56.1% | $141,191-72.2% | $72,975-46.2% |
| Participation rate | 48.9% | 75.1%-26.2pp | 82.5%-33.6pp | 69.5%-20.6pp |
| Annual return | 35.11% | 111.87%-76.8pp | 71.41%-36.3pp | 81.01%-45.9pp |
| Employer contribution / active EE | $741 | $3,115-76.2% | $4,736-84.3% | $2,440-69.6% |
| Participant deferral / active EE | $3,807 | $5,419-29.7% | $6,710-43.3% | $3,608+5.5% |
| Admin fee / account holder | $2,175 | $5,957-63.5% | $10,264-78.8% | $5,124-57.6% |