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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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,211 | $95,453-79.9% | $112,040-82.9% | $82,448-76.7% |
| Participation rate | 15.4% | 72.8%-57.4pp | 76.5%-61.1pp | 68.1%-52.7pp |
| Annual return | 11.37% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $179 | $4,224-95.8% | $5,098-96.5% | $4,139-95.7% |
| Admin fee / account holder | $729 | $9,013-91.9% | $12,098-94.0% | $7,234-89.9% |