Filed November 25, 2025
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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 | $30,353 | $53,162-42.9% | $91,225-66.7% | $68,486-55.7% |
| Participation rate | 44.2% | 63.2%-19.0pp | 73.2%-29.0pp | 67.9%-23.7pp |
| Annual return | -16.91% | -3.14%-13.8pp | 114.12%-131.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,515 | $2,974-49.0% | $4,233-64.2% | $4,028-62.4% |
| Admin fee / account holder | $904 | $4,493-79.9% | $5,422-83.3% | $5,404-83.3% |