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 | $52,708 | $175,257-69.9% | $149,717-64.8% | $139,456-62.2% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 25.11% | 166.70%-141.6pp | 134.41%-109.3pp | 373.45%-348.3pp |
| Employer contribution / active EE | $3,102 | $5,477-43.4% | $4,820-35.6% | $4,753-34.7% |
| Participant deferral / active EE | $5,881 | $6,521-9.8% | $5,682+3.5% | $6,711-12.4% |
| Admin fee / account holder | $1,630 | $16,156-89.9% | $13,213-87.7% | $11,407-85.7% |