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 | $44,058 | $57,352-23.2% | $83,831-47.4% | $64,173-31.3% |
| Participation rate | 32.9% | 68.6%-35.7pp | 76.1%-43.2pp | 69.6%-36.6pp |
| Annual return | -4.75% | 11.38%-16.1pp | 850.99%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $164 | $2,546-93.6% | $3,631-95.5% | $2,381-93.1% |
| Participant deferral / active EE | $1,640 | $2,993-45.2% | $4,082-59.8% | $3,470-52.7% |
| Admin fee / account holder | $2,151 | $4,046-46.8% | $5,479-60.7% | $4,887-56.0% |