Filed September 15, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,348 | $56,116-60.2% | $135,768-83.5% | $86,983-74.3% |
| Participation rate | 28.3% | 60.1%-31.8pp | 71.1%-42.7pp | 69.5%-41.2pp |
| Annual return | 8.88% | 125.33%-116.4pp | 526.10%-517.2pp | 25.83%-17.0pp |
| Employer contribution / active EE | $266 | $1,528-82.6% | $3,394-92.2% | $2,584-89.7% |
| Participant deferral / active EE | $1,203 | $2,690-55.3% | $3,977-69.7% | $4,194-71.3% |
| Admin fee / account holder | $139 | $4,314-96.8% | $7,048-98.0% | $7,856-98.2% |