Filed April 10, 2026
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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 | $28,670 | $76,551-62.5% | $123,894-76.9% | $62,881-54.4% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 8.50% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $633 | $2,882-78.1% | $4,617-86.3% | $2,281-72.3% |
| Participant deferral / active EE | $2,302 | $4,840-52.4% | $5,984-61.5% | $3,203-28.1% |
| Admin fee / account holder | $46 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |