Filed January 21, 2026
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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 | $27,577 | $167,533-83.5% | $151,645-81.8% | $134,545-79.5% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -18.47% | 7.81%-26.3pp | 3.34%-21.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $543 | $6,828-92.0% | $6,165-91.2% | $4,742-88.5% |
| Participant deferral / active EE | $1,187 | $8,985-86.8% | $8,363-85.8% | $6,401-81.5% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |