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 | $53,063-57.9% | $124,206-82.0% | $82,637-73.0% |
| Participation rate | 28.3% | 58.4%-30.1pp | 69.6%-41.2pp | 68.1%-39.7pp |
| Annual return | 8.88% | 68.87%-60.0pp | 515.27%-506.4pp | 53.51%-44.6pp |
| Employer contribution / active EE | $266 | $1,530-82.6% | $3,540-92.5% | $2,552-89.6% |
| Participant deferral / active EE | $1,203 | $2,644-54.5% | $3,968-69.7% | $4,126-70.8% |
| Admin fee / account holder | $139 | $4,281-96.7% | $5,929-97.6% | $7,339-98.1% |