Filed November 13, 2025
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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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,989 | $55,453-33.3% | $170,439-78.3% | $62,293-40.6% |
| Participation rate | 35.2% | 66.4%-31.1pp | 83.6%-48.4pp | 69.5%-34.3pp |
| Annual return | 5.54% | 21.38%-15.8pp | 205.94%-200.4pp | 28.90%-23.4pp |
| Employer contribution / active EE | $674 | $2,164-68.8% | $5,433-87.6% | $2,042-67.0% |
| Participant deferral / active EE | $588 | $2,303-74.5% | $4,939-88.1% | $3,169-81.5% |
| Admin fee / account holder | $155 | $455-66.0% | $13,881-98.9% | $479-67.7% |