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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 | $254,215 | $88,360+187.7% | $145,433+74.8% | $67,986+273.9% |
| Participation rate | 69.7% | 65.5%+4.2pp | 82.1%-12.4pp | 57.2%+12.5pp |
| Annual return | 16.69% | 63.15%-46.5pp | 66.58%-49.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $5,583 | $3,054+82.8% | $4,554+22.6% | $2,019+176.6% |
| Participant deferral / active EE | $6,931 | $5,932+16.8% | $7,897-12.2% | $3,358+106.4% |
| Admin fee / account holder | $15,062 | $3,313+354.6% | $13,129+14.7% | $3,203+370.2% |