Filed April 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 | $56,034 | $71,878-22.0% | $86,698-35.4% | $68,486-18.2% |
| Participation rate | 65.6% | 72.2%-6.7pp | 76.6%-11.0pp | 67.9%-2.3pp |
| Annual return | -15.98% | 3.53%-19.5pp | 35.95%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,249 | $2,173+3.5% | $2,837-20.7% | $2,597-13.4% |
| Participant deferral / active EE | $4,876 | $3,779+29.0% | $4,656+4.7% | $4,028+21.1% |
| Admin fee / account holder | $9,315 | $6,113+52.4% | $7,493+24.3% | $5,404+72.4% |