Filed March 30, 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 | $20,046 | $160,040-87.5% | $147,096-86.4% | $145,877-86.3% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 16.67% | 98.49%-81.8pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,122 | $5,289-78.8% | $4,936-77.3% | $4,663-75.9% |
| Participant deferral / active EE | $2,407 | $8,429-71.4% | $8,071-70.2% | $6,691-64.0% |
| Admin fee / account holder | $163 | $15,050-98.9% | $13,005-98.7% | $13,402-98.8% |