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 | $136,725 | $59,448+130.0% | $93,696+45.9% | $74,459+83.6% |
| Participation rate | 53.2% | 59.6%-6.4pp | 68.7%-15.5pp | 67.2%-14.0pp |
| Annual return | 16.08% | 82.11%-66.0pp | 133.74%-117.7pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $1,725 | $1,266+36.2% | $2,422-28.8% | $2,626-34.3% |
| Participant deferral / active EE | $4,197 | $3,052+37.5% | $4,417-5.0% | $4,350-3.5% |
| Admin fee / account holder | $75,203 | $3,027+2384.2% | $8,287+807.5% | $1,945+3766.9% |