Filed October 29, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,333 | $69,444-82.2% | $92,985-86.7% | $87,485-85.9% |
| Participation rate | 60.6% | 63.3%-2.7pp | 69.5%-8.9pp | 68.9%-8.3pp |
| Annual return | 19.93% | 23.85%-3.9pp | 27.99%-8.1pp | 26.06%-6.1pp |
| Employer contribution / active EE | $720 | $1,917-62.4% | $2,662-73.0% | $2,596-72.3% |
| Participant deferral / active EE | $785 | $3,364-76.7% | $4,377-82.1% | $4,274-81.6% |
| Admin fee / account holder | $34 | $6,137-99.4% | $9,463-99.6% | $7,775-99.6% |