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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,721 | $36,002-61.9% | $161,489-91.5% | $64,728-78.8% |
| Participation rate | 57.7% | 57.4%+0.3pp | 78.7%-21.0pp | 57.9%-0.2pp |
| Annual return | 10.89% | 33.93%-23.0pp | 89.72%-78.8pp | 49.38%-38.5pp |
| Employer contribution / active EE | $1,743 | $1,380+26.3% | $4,268-59.2% | $2,243-22.3% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $9 | $931-99.0% | $16,006-99.9% | $1,145-99.2% |