Filed September 26, 2025
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,367 | $61,660-28.0% | $80,022-44.6% | $64,181-30.9% |
| Participation rate | 31.3% | 71.7%-40.4pp | 75.8%-44.6pp | 69.6%-38.3pp |
| Annual return | -5.17% | -0.33%-4.8pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,414 | $2,968-52.3% | $3,686-61.6% | $3,470-59.2% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |