Filed March 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 | $137,135 | $172,111-20.3% | $150,298-8.8% | $137,256-0.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.86% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,985 | $4,636-35.6% | $4,154-28.1% | $4,156-28.2% |
| Participant deferral / active EE | $7,405 | $6,166+20.1% | $5,453+35.8% | $6,407+15.6% |
| Admin fee / account holder | $1,316 | $16,471-92.0% | $14,116-90.7% | $12,270-89.3% |