Filed March 13, 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 | $56,061 | $48,078+16.6% | $78,676-28.7% | $62,881-10.8% |
| Participation rate | 29.5% | 65.2%-35.7pp | 73.6%-44.1pp | 69.3%-39.8pp |
| Annual return | 6.67% | 31.36%-24.7pp | 62.19%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $687 | $2,015-65.9% | $2,850-75.9% | $2,281-69.9% |
| Participant deferral / active EE | $1,205 | $2,587-53.4% | $3,517-65.7% | $3,203-62.4% |
| Admin fee / account holder | $2,506 | $3,206-21.8% | $4,510-44.4% | $4,296-41.7% |