Filed December 5, 2025
Total covered: 3 employees
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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 | $47,542 | $153,769-69.1% | $133,975-64.5% | $273,972-82.6% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.1%-17.8pp | 83.0%-13.8pp |
| Annual return | 8.15% | 36.51%-28.4pp | 29.29%-21.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,244 | $6,029-79.4% | $5,211-76.1% | $4,869-74.5% |
| Participant deferral / active EE | $1,678 | $6,958-75.9% | $6,282-73.3% | $5,287-68.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |