Filed May 26, 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 | $47,208 | $72,404-34.8% | $110,243-57.2% | $64,173-26.4% |
| Participation rate | 39.0% | 73.3%-34.3pp | 79.8%-40.8pp | 69.6%-30.5pp |
| Annual return | -4.41% | -6.29%+1.9pp | 314.76%-319.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $248 | $2,282-89.1% | $3,827-93.5% | $2,381-89.6% |
| Participant deferral / active EE | $2,463 | $3,469-29.0% | $4,672-47.3% | $3,470-29.0% |
| Admin fee / account holder | $24,840 | $5,664+338.5% | $8,548+190.6% | $4,887+408.2% |