Filed May 27, 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 | $37,231 | $39,162-4.9% | $100,671-63.0% | $59,633-37.6% |
| Participation rate | 66.0% | 55.9%+10.2pp | 70.7%-4.7pp | 68.7%-2.6pp |
| Annual return | -2.06% | 21.07%-23.1pp | 20.43%-22.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $991 | $1,151-13.9% | $4,012-75.3% | $2,203-55.0% |
| Participant deferral / active EE | $2,503 | $1,992+25.7% | $3,144-20.4% | $3,192-21.6% |
| Admin fee / account holder | $3,980 | $2,969+34.0% | $4,850-17.9% | $4,297-7.4% |