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 | $77,242 | $43,730+76.6% | $121,220-36.3% | $64,173+20.4% |
| Participation rate | 64.2% | 58.3%+5.8pp | 71.8%-7.6pp | 69.6%-5.4pp |
| Annual return | 34.68% | 68.94%-34.3pp | 16.94%+17.7pp | 7.63%+27.0pp |
| Employer contribution / active EE | $1,168 | $1,297-9.9% | $4,023-71.0% | $2,381-50.9% |
| Participant deferral / active EE | $2,752 | $2,281+20.6% | $3,345-17.7% | $3,470-20.7% |
| Admin fee / account holder | $379 | $3,502-89.2% | $5,021-92.5% | $4,887-92.2% |