Filed February 19, 2026
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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 | $14,079 | $157,304-91.0% | $141,197-90.0% | $152,909-90.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 23.33% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,973 | $5,263-62.5% | $4,736-58.4% | $4,764-58.6% |
| Participant deferral / active EE | $4,731 | $7,111-33.5% | $6,710-29.5% | $5,851-19.1% |
| Admin fee / account holder | $181 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |