Filed July 30, 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 | $38,638 | $84,685-54.4% | $142,942-73.0% | $67,986-43.2% |
| Participation rate | 59.8% | 61.4%-1.6pp | 76.8%-17.1pp | 57.2%+2.6pp |
| Annual return | 20.53% | 35.89%-15.4pp | 113.70%-93.2pp | 31.67%-11.1pp |
| Employer contribution / active EE | $1,808 | $2,263-20.1% | $4,139-56.3% | $2,019-10.4% |
| Participant deferral / active EE | $2,849 | $3,832-25.6% | $7,128-60.0% | $3,358-15.1% |
| Admin fee / account holder | $5,424 | $3,229+68.0% | $12,475-56.5% | $3,203+69.3% |