Filed September 11, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,801 | $56,894+13.9% | $84,753-23.5% | $62,881+3.1% |
| Participation rate | 62.8% | 68.5%-5.7pp | 76.6%-13.8pp | 69.3%-6.5pp |
| Annual return | 7.95% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,076 | $2,400-55.2% | $3,574-69.9% | $2,281-52.8% |
| Participant deferral / active EE | $1,667 | $2,709-38.5% | $3,712-55.1% | $3,203-47.9% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |