Filed February 16, 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 | $177,194 | $54,729+223.8% | $86,235+105.5% | $71,529+147.7% |
| Participation rate | 59.6% | 60.1%-0.5pp | 69.0%-9.3pp | 67.9%-8.3pp |
| Annual return | 19.67% | 20.07%-0.4pp | 1170.03%-1150.4pp | 28.97%-9.3pp |
| Employer contribution / active EE | $1,736 | $1,267+37.0% | $2,381-27.1% | $2,590-33.0% |
| Participant deferral / active EE | $4,177 | $3,110+34.3% | $3,987+4.8% | $4,291-2.7% |
| Admin fee / account holder | $7,860 | $1,921+309.0% | $6,856+14.6% | $1,588+394.8% |