Filed April 17, 2026
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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 | $43,731 | $56,894-23.1% | $84,753-48.4% | $62,881-30.5% |
| Participation rate | 37.3% | 68.5%-31.2pp | 76.6%-39.3pp | 69.3%-32.0pp |
| Annual return | 6.74% | 6.30%+0.4pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $188 | $2,400-92.2% | $3,574-94.7% | $2,281-91.8% |
| Participant deferral / active EE | $1,869 | $2,709-31.0% | $3,712-49.7% | $3,203-41.7% |
| Admin fee / account holder | $8,320 | $3,581+132.3% | $5,333+56.0% | $4,296+93.7% |