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 | $68,880-77.3% | $120,580-87.0% | $80,959-80.7% |
| Participation rate | 46.3% | 61.7%-15.4pp | 72.0%-25.6pp | 67.7%-21.3pp |
| Annual return | 36.59% | 23.68%+12.9pp | 107.48%-70.9pp | 35.67%+0.9pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,785-100.0% | $9,418-100.0% | $6,925-100.0% |