Filed September 19, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,139 | $63,924-49.7% | $108,582-70.4% | $55,167-41.7% |
| Participation rate | 46.2% | 74.3%-28.2pp | 79.6%-33.4pp | 69.0%-22.8pp |
| Annual return | 9.31% | 15.31%-6.0pp | -51.70%+61.0pp | 169.23%-159.9pp |
| Employer contribution / active EE | $191 | $1,879-89.8% | $3,758-94.9% | $1,963-90.3% |
| Participant deferral / active EE | $1,164 | $3,067-62.0% | $4,311-73.0% | $3,054-61.9% |
| Admin fee / account holder | $276 | $618-55.4% | $7,645-96.4% | $504-45.3% |