Filed October 8, 2025
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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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,071 | $97,729-34.4% | $83,830-23.6% | $135,379-52.7% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | -11.17% | 1287.52%-1298.7pp | 850.97%-862.1pp | 519.79%-531.0pp |
| Employer contribution / active EE | $550 | $4,222-87.0% | $3,631-84.8% | $4,779-88.5% |
| Participant deferral / active EE | $3,483 | $4,683-25.6% | $4,082-14.7% | $5,609-37.9% |
| Admin fee / account holder | $259 | $6,674-96.1% | $5,479-95.3% | $10,828-97.6% |