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 | $107,484 | $53,901+99.4% | $134,162-19.9% | $73,493+46.3% |
| Participation rate | 47.2% | 62.8%-15.6pp | 72.2%-25.0pp | 70.7%-23.5pp |
| Annual return | 13.91% | 15.82%-1.9pp | 36.35%-22.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $710 | $1,458-51.3% | $3,705-80.8% | $2,270-68.7% |
| Participant deferral / active EE | $1,400 | $2,739-48.9% | $3,500-60.0% | $3,740-62.6% |
| Admin fee / account holder | $328 | $581-43.5% | $6,685-95.1% | $513-36.0% |