Filed November 7, 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 | $7,958 | $56,116-85.8% | $135,768-94.1% | $86,983-90.9% |
| Participation rate | 13.0% | 60.1%-47.2pp | 71.1%-58.1pp | 69.5%-56.6pp |
| Annual return | 16.33% | 125.33%-109.0pp | 526.10%-509.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $20 | $4,314-99.5% | $7,048-99.7% | $7,856-99.7% |