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 | $72,471-83.0% | $94,215-86.9% | $86,983-85.8% |
| Participation rate | 60.6% | 63.9%-3.2pp | 70.0%-9.3pp | 69.5%-8.9pp |
| Annual return | 19.93% | 26.44%-6.5pp | 28.22%-8.3pp | 25.83%-5.9pp |
| Employer contribution / active EE | $720 | $1,936-62.8% | $2,675-73.1% | $2,584-72.1% |
| Participant deferral / active EE | $785 | $3,397-76.9% | $4,276-81.6% | $4,194-81.3% |
| Admin fee / account holder | $34 | $6,468-99.5% | $10,216-99.7% | $7,856-99.6% |