Filed August 4, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,572 | $42,910-80.0% | $60,919-85.9% | $68,490-87.5% |
| Participation rate | 22.2% | 66.8%-44.5pp | 73.1%-50.9pp | 67.9%-45.7pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,981 | $2,866+4.0% | $3,814-21.9% | $4,028-26.0% |
| Admin fee / account holder | $130 | $3,104-95.8% | $3,228-96.0% | $5,403-97.6% |