Filed October 27, 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 | $15,634 | $68,573-77.2% | $120,368-87.0% | $80,874-80.7% |
| Participation rate | 46.3% | 61.6%-15.2pp | 71.9%-25.6pp | 67.6%-21.3pp |
| Annual return | 36.59% | 23.61%+13.0pp | 107.26%-70.7pp | 35.62%+1.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,991-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $9,429-100.0% | $6,935-100.0% |