Filed September 12, 2025 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,699 | $53,774-82.0% | $134,162-92.8% | $79,852-87.9% |
| Participation rate | 47.6% | 58.8%-11.2pp | 72.2%-24.6pp | 69.6%-22.0pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,265 | $1,322-4.2% | $3,705-65.8% | $2,471-48.8% |
| Participant deferral / active EE | $2,111 | $2,420-12.8% | $3,500-39.7% | $3,740-43.6% |
| Admin fee / account holder | $296 | $3,985-92.6% | $6,685-95.6% | $5,306-94.4% |