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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,281 | $73,459+250.2% | $178,528+44.1% | $74,429+245.7% |
| Participation rate | 50.6% | 66.5%-15.9pp | 77.1%-26.5pp | 67.2%-16.6pp |
| Annual return | 23.25% | 17.50%+5.8pp | 27.11%-3.9pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $1,877 | $2,219-15.4% | $3,950-52.5% | $2,625-28.5% |
| Participant deferral / active EE | $4,409 | $4,515-2.3% | $6,278-29.8% | $4,348+1.4% |
| Admin fee / account holder | $6,350 | $1,812+250.5% | $10,419-39.1% | $1,944+226.6% |