Filed July 22, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,777-100.0% | $134,155-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 58.8%-58.8pp | 72.2%-72.2pp | 69.6%-69.6pp |
| Annual return | 12.94% | 19.01%-6.1pp | 36.34%-23.4pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $546 | $2,420-77.5% | $3,500-84.4% | $3,740-85.4% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,685-100.0% | $5,306-100.0% |