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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 | $261,770 | $101,653+157.5% | $147,080+78.0% | $74,459+251.6% |
| Participation rate | 63.6% | 75.6%-11.9pp | 82.2%-18.5pp | 67.2%-3.6pp |
| Annual return | 20.67% | 8754.98%-8734.3pp | 420.17%-399.5pp | 1369.70%-1349.0pp |
| Employer contribution / active EE | $1,490 | $3,813-60.9% | $4,933-69.8% | $2,626-43.2% |
| Participant deferral / active EE | $9,859 | $7,304+35.0% | $8,066+22.2% | $4,350+126.7% |
| Admin fee / account holder | $3,219 | $1,752+83.8% | $12,989-75.2% | $1,945+65.5% |