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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $6,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,018 | $56,134-91.1% | $96,161-94.8% | $85,856-94.2% |
| Participation rate | 36.5% | 56.7%-20.2pp | 68.4%-31.9pp | 69.3%-32.8pp |
| Annual return | 13.63% | 42.30%-28.7pp | 192.01%-178.4pp | 318.58%-305.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,798-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,306 | $2,858+15.7% | $4,349-24.0% | $3,952-16.3% |
| Admin fee / account holder | $31 | $3,769-99.2% | $5,538-99.4% | $6,261-99.5% |