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 | $19,116 | $83,427-77.1% | $115,756-83.5% | $68,486-72.1% |
| Participation rate | 19.5% | 71.9%-52.4pp | 77.1%-57.6pp | 67.9%-48.4pp |
| Annual return | -15.85% | -10.95%-4.9pp | 143.14%-159.0pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $455 | $5,355-91.5% | $6,254-92.7% | $4,028-88.7% |
| Admin fee / account holder | $43 | $5,708-99.3% | $8,124-99.5% | $5,404-99.2% |