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 | $64,744 | $48,432+33.7% | $121,204-46.6% | $71,511-9.5% |
| Participation rate | 23.8% | 54.3%-30.5pp | 69.5%-45.7pp | 67.9%-44.1pp |
| Annual return | 15.24% | 23.28%-8.0pp | 987.18%-971.9pp | 28.86%-13.6pp |
| Employer contribution / active EE | $731 | $1,493-51.0% | $4,170-82.5% | $2,589-71.8% |
| Participant deferral / active EE | $1,627 | $2,756-41.0% | $4,083-60.2% | $4,291-62.1% |
| Admin fee / account holder | $1,456 | $1,845-21.1% | $5,651-74.2% | $1,588-8.4% |