Filed May 18, 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 | $30,511 | $72,273-57.8% | $101,275-69.9% | $79,856-61.8% |
| Participation rate | 63.4% | 68.5%-5.0pp | 75.8%-12.4pp | 69.6%-6.2pp |
| Annual return | 15.94% | 22.30%-6.4pp | 46.48%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,663 | $2,691-38.2% | $3,660-54.6% | $2,471-32.7% |
| Participant deferral / active EE | $3,806 | $3,282+16.0% | $4,371-12.9% | $3,741+1.7% |
| Admin fee / account holder | $5,458 | $4,401+24.0% | $5,948-8.2% | $5,306+2.9% |