Filed August 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 | $109,325 | $97,125+12.6% | $86,233+26.8% | $137,256-20.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 20.11% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,609 | $2,841-8.2% | $2,504+4.2% | $4,156-37.2% |
| Participant deferral / active EE | $12,731 | $5,180+145.8% | $4,559+179.3% | $6,407+98.7% |
| Admin fee / account holder | $10,273 | $9,725+5.6% | $8,342+23.1% | $12,270-16.3% |