Filed October 10, 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 | $850 | $93,064-99.1% | $74,577-98.9% | $273,972-99.7% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $588 | $4,160-85.9% | $3,458-83.0% | $5,287-88.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |