Filed November 20, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,614 | $49,177-86.6% | $79,467-91.7% | $64,173-89.7% |
| Participation rate | 17.8% | 65.0%-47.3pp | 73.3%-55.6pp | 69.6%-51.8pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $410 | $2,076-80.2% | $2,800-85.3% | $2,381-82.8% |
| Participant deferral / active EE | $824 | $2,821-70.8% | $3,704-77.7% | $3,470-76.2% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |