Filed December 22, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,446 | $77,908-51.9% | $149,696-75.0% | $75,173-50.2% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $314 | $3,138-90.0% | $4,821-93.5% | $2,671-88.2% |
| Participant deferral / active EE | $1,256 | $3,411-63.2% | $5,682-77.9% | $4,126-69.6% |
| Admin fee / account holder | $1,833 | $5,950-69.2% | $13,212-86.1% | $5,651-67.6% |