Filed February 9, 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 | $67,309 | $98,766-31.8% | $149,730-55.0% | $79,852-15.7% |
| Participation rate | 67.0% | 75.8%-8.7pp | 82.5%-15.4pp | 69.6%-2.6pp |
| Annual return | 31.75% | 27.43%+4.3pp | 276.70%-244.9pp | 31.72%0pp |
| Employer contribution / active EE | $3,954 | $3,217+22.9% | $4,645-14.9% | $2,471+60.0% |
| Participant deferral / active EE | $8,839 | $5,681+55.6% | $6,843+29.2% | $3,740+136.3% |
| Admin fee / account holder | $1,251 | $6,052-79.3% | $9,310-86.6% | $5,306-76.4% |