Filed November 20, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,567 | $54,763-71.6% | $90,324-82.8% | $72,976-78.7% |
| Participation rate | 21.7% | 65.2%-43.4pp | 73.3%-51.5pp | 69.5%-47.8pp |
| Annual return | 29.20% | 30.63%-1.4pp | 78.15%-49.0pp | 81.02%-51.8pp |
| Employer contribution / active EE | $616 | $2,093-70.6% | $2,856-78.4% | $2,440-74.8% |
| Participant deferral / active EE | $1,282 | $2,887-55.6% | $3,885-67.0% | $3,608-64.5% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |