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 | $53,494 | $98,776-45.8% | $149,745-64.3% | $79,856-33.0% |
| Participation rate | 42.0% | 75.8%-33.8pp | 82.5%-40.5pp | 69.6%-27.6pp |
| Annual return | 21.69% | 27.38%-5.7pp | 276.72%-255.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,698 | $3,217-47.2% | $4,646-63.5% | $2,471-31.3% |
| Participant deferral / active EE | $3,522 | $5,681-38.0% | $6,843-48.5% | $3,741-5.8% |
| Admin fee / account holder | $940 | $6,053-84.5% | $9,312-89.9% | $5,306-82.3% |