Filed March 27, 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 | $92,862 | $61,356+51.3% | $149,696-38.0% | $71,511+29.9% |
| Participation rate | 25.0% | 62.5%-37.5pp | 78.8%-53.8pp | 67.9%-42.9pp |
| Annual return | 30.06% | 35.86%-5.8pp | 134.46%-104.4pp | 28.86%+1.2pp |
| Employer contribution / active EE | $444 | $2,382-81.4% | $4,821-90.8% | $2,589-82.8% |
| Participant deferral / active EE | $930 | $2,920-68.1% | $5,682-83.6% | $4,291-78.3% |
| Admin fee / account holder | $7,163 | $1,263+467.1% | $13,212-45.8% | $1,588+350.9% |