Filed August 12, 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 | $63,535 | $184,000-65.5% | $162,185-60.8% | $152,909-58.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 18.33% | 150.80%-132.5pp | 115.61%-97.3pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,178 | $6,370-81.5% | $5,613-79.0% | $4,764-75.3% |
| Participant deferral / active EE | $1,862 | $8,033-76.8% | $7,297-74.5% | $5,851-68.2% |
| Admin fee / account holder | $14 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |