Filed January 28, 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 | $136,390 | $86,288+58.1% | $111,306+22.5% | $85,851+58.9% |
| Participation rate | 62.7% | 73.3%-10.6pp | 77.3%-14.6pp | 69.3%-6.6pp |
| Annual return | 13.56% | 19.99%-6.4pp | 54.67%-41.1pp | 318.63%-305.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,703 | $3,641+56.6% | $4,488+27.1% | $3,952+44.3% |
| Admin fee / account holder | $1,587 | $8,189-80.6% | $7,966-80.1% | $6,261-74.7% |