Filed October 2, 2025 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,907 | $87,834-70.5% | $133,975-80.7% | $62,881-58.8% |
| Participation rate | 55.6% | 83.4%-27.8pp | 87.1%-31.5pp | 69.3%-13.7pp |
| Annual return | 7.28% | 12.05%-4.8pp | 29.29%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $813 | $3,482-76.7% | $5,211-84.4% | $2,281-64.4% |
| Participant deferral / active EE | $2,360 | $4,812-50.9% | $6,282-62.4% | $3,203-26.3% |
| Admin fee / account holder | $2,233 | $5,372-58.4% | $9,324-76.1% | $4,296-48.0% |