Filed January 19, 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 | $76,582 | $167,533-54.3% | $151,645-49.5% | $134,545-43.1% |
| Participation rate | 68.8% | 88.4%-19.6pp | 87.5%-18.7pp | 81.2%-12.5pp |
| Annual return | -14.64% | 7.81%-22.5pp | 3.34%-18.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $2,161 | $6,828-68.3% | $6,165-64.9% | $4,742-54.4% |
| Participant deferral / active EE | $3,448 | $8,985-61.6% | $8,363-58.8% | $6,401-46.1% |
| Admin fee / account holder | $17,149 | $13,781+24.4% | $11,614+47.7% | $11,431+50.0% |