Filed March 17, 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 | $82,576 | $80,731+2.3% | $103,378-20.1% | $74,400+11.0% |
| Participation rate | 33.1% | 65.7%-32.6pp | 74.5%-41.4pp | 67.2%-34.1pp |
| Annual return | 16.46% | 27.56%-11.1pp | 24.91%-8.4pp | 1367.51%-1351.1pp |
| Employer contribution / active EE | $1,212 | $3,159-61.6% | $3,870-68.7% | $2,624-53.8% |
| Participant deferral / active EE | $2,111 | $3,862-45.3% | $5,058-58.3% | $4,348-51.4% |
| Admin fee / account holder | $8,799 | $2,369+271.3% | $8,401+4.7% | $1,944+352.7% |