Filed October 30, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,668 | $65,364-97.4% | $92,909-98.2% | $72,975-97.7% |
| Participation rate | 21.1% | 68.3%-47.3pp | 76.0%-55.0pp | 69.5%-48.4pp |
| Annual return | 20.83% | 42.11%-21.3pp | 109.44%-88.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $74 | $2,594-97.1% | $3,653-98.0% | $2,440-97.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $82 | $4,251-98.1% | $5,795-98.6% | $5,124-98.4% |