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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 | $75,058+238.7% | $152,301+66.9% | $64,340+295.1% |
| Participation rate | 69.7% | 60.9%+8.8pp | 82.4%-12.8pp | 55.2%+14.5pp |
| Annual return | 16.69% | 29.93%-13.2pp | 80.50%-63.8pp | 24.14%-7.5pp |
| Employer contribution / active EE | $5,583 | $2,605+114.3% | $4,624+20.7% | $1,862+199.9% |
| Participant deferral / active EE | $6,931 | $5,041+37.5% | $8,004-13.4% | $2,980+132.6% |
| Admin fee / account holder | $15,062 | $4,050+271.9% | $14,398+4.6% | $3,703+306.8% |