Filed October 22, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,013 | $85,790+402.4% | $67,313+540.3% | $135,379+218.4% |
| Participation rate | 35.0% | 76.5%-41.5pp | 69.1%-34.1pp | 82.6%-47.6pp |
| Annual return | -20.67% | -0.54%-20.1pp | -4.08%-16.6pp | 519.79%-540.5pp |
| Employer contribution / active EE | $1,085 | $3,487-68.9% | $2,566-57.7% | $4,779-77.3% |
| Participant deferral / active EE | $1,550 | $4,651-66.7% | $3,568-56.6% | $5,609-72.4% |
| Admin fee / account holder | $139 | $6,392-97.8% | $4,507-96.9% | $10,828-98.7% |