Filed February 18, 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 | $64,103 | $56,431+13.6% | $130,788-51.0% | $87,485-26.7% |
| Participation rate | 60.2% | 58.9%+1.3pp | 70.1%-9.9pp | 68.9%-8.7pp |
| Annual return | 15.77% | 91.27%-75.5pp | 386.44%-370.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,464 | $1,549-5.5% | $3,558-58.9% | $2,596-43.6% |
| Participant deferral / active EE | $3,955 | $2,749+43.8% | $4,137-4.4% | $4,274-7.5% |
| Admin fee / account holder | $4,183 | $4,433-5.6% | $6,673-37.3% | $7,775-46.2% |