Filed May 29, 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 | $173,828 | $78,425+121.7% | $95,956+81.2% | $79,858+117.7% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.1%-13.8pp | 69.6%-6.4pp |
| Annual return | 32.17% | 19.37%+12.8pp | 91.63%-59.5pp | 31.72%+0.5pp |
| Employer contribution / active EE | $632 | $1,945-67.5% | $2,541-75.1% | $2,471-74.4% |
| Participant deferral / active EE | $4,366 | $3,440+26.9% | $4,167+4.8% | $3,740+16.7% |
| Admin fee / account holder | $364 | $5,622-93.5% | $6,797-94.6% | $5,306-93.1% |