Filed April 13, 2026 (most recent of 3 filings on file)
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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 | $8,395 | $88,707-90.5% | $74,184-88.7% | $273,973-96.9% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 3.25% | 11.94%-8.7pp | 17.74%-14.5pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,177 | $3,159-62.7% | $2,370-50.3% | $4,869-75.8% |
| Participant deferral / active EE | $1,211 | $4,212-71.2% | $3,550-65.9% | $5,287-77.1% |
| Admin fee / account holder | $4 | $8,717-100.0% | $5,586-99.9% | $10,133-100.0% |