Filed June 10, 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 | $84,036 | $51,736+62.4% | $120,225-30.1% | $67,986+23.6% |
| Participation rate | 59.8% | 46.1%+13.7pp | 69.6%-9.8pp | 57.2%+2.5pp |
| Annual return | 17.74% | 31.98%-14.2pp | 439.23%-421.5pp | 31.67%-13.9pp |
| Employer contribution / active EE | $2,037 | $1,071+90.1% | $3,475-41.4% | $2,019+0.9% |
| Participant deferral / active EE | $4,402 | $2,206+99.6% | $3,999+10.1% | $3,358+31.1% |
| Admin fee / account holder | $3,222 | $4,159-22.5% | $5,696-43.4% | $3,203+0.6% |