Filed November 26, 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 | $8,405 | $54,573-84.6% | $90,970-90.8% | $73,493-88.6% |
| Participation rate | 41.6% | 61.2%-19.6pp | 69.0%-27.4pp | 70.7%-29.1pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.58%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $501 | $991-49.5% | $2,122-76.4% | $2,270-77.9% |
| Participant deferral / active EE | $2,313 | $2,517-8.1% | $3,373-31.4% | $3,740-38.1% |
| Admin fee / account holder | $22 | $521-95.9% | $5,960-99.6% | $513-95.8% |