Filed March 25, 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 | $13,584 | $47,848-71.6% | $81,473-83.3% | $70,126-80.6% |
| Participation rate | 15.3% | 58.3%-43.0pp | 68.0%-52.7pp | 69.5%-54.3pp |
| Annual return | 14.64% | 27.25%-12.6pp | 38.78%-24.1pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $515 | $2,453-79.0% | $3,537-85.4% | $3,332-84.5% |
| Admin fee / account holder | $34 | $3,145-98.9% | $4,561-99.2% | $4,645-99.3% |