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 | $52,805 | $65,367-19.2% | $92,915-43.2% | $72,976-27.6% |
| Participation rate | 31.8% | 68.3%-36.5pp | 76.0%-44.2pp | 69.5%-37.7pp |
| Annual return | 18.02% | 42.11%-24.1pp | 109.45%-91.4pp | 81.02%-63.0pp |
| Employer contribution / active EE | $156 | $2,594-94.0% | $3,653-95.7% | $2,440-93.6% |
| Participant deferral / active EE | $1,441 | $3,128-53.9% | $4,238-66.0% | $3,608-60.0% |
| Admin fee / account holder | $1,709 | $4,251-59.8% | $5,796-70.5% | $5,124-66.6% |