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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 | $453,244 | $58,311+677.3% | $81,882+453.5% | $80,959+459.8% |
| Participation rate | 59.6% | 63.5%-3.8pp | 72.4%-12.7pp | 67.7%-8.0pp |
| Annual return | 15.17% | 41.85%-26.7pp | 779.47%-764.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $27,699 | $2,347+1080.4% | $2,916+849.9% | $2,757+904.6% |
| Participant deferral / active EE | $4,918 | $3,287+49.6% | $4,323+13.8% | $4,300+14.4% |
| Admin fee / account holder | $18,804 | $4,752+295.7% | $7,360+155.5% | $6,925+171.5% |