Filed October 8, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,425 | $99,345-66.4% | $84,753-60.6% | $273,972-87.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 9.18% | 22.93%-13.7pp | 22.78%-13.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $425 | $4,214-89.9% | $3,574-88.1% | $4,869-91.3% |
| Participant deferral / active EE | $565 | $4,270-86.8% | $3,712-84.8% | $5,287-89.3% |
| Admin fee / account holder | $17 | $6,645-99.8% | $5,333-99.7% | $10,133-99.8% |