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    1. 2019 Defined Contribution Plan Sponsor Survey Findings

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    2019 Defined Contribution Plan Sponsor Survey Findings

    07/09/2019

    The Power of Being Proactive

    This year’s research shows the benefits of being proactive, including greater adoption of industry best practices to position more participants for greater retirement funding success.

    Success starts with a proactive philosophy


    How effective has your DC plan been in meeting the following goals for employees?


    When it comes to helping participants, plan sponsors with a proactive philosophy find their plans to be more effective in achieving goals than plan sponsors who are hands-off.

     

    HANDS-OFF

    PROACTIVE

    Achieve a financially secure retirement

    47%

    71%

    Retire at target age

    43%

    70%

    Improve attitude and motivation

    50%

    71%

    Imbalance between philosophy and action


    Most plan sponsors feel a high level of responsibility for employee financial wellness (74%) but less than half of those surveyed take proactive measures (41%) to position participants for success.


    OPPORTUNITY: Help bridge any gaps between philosophy and action

    LEARN MORE ABOUT PLAN SPONSOR GOALS

     

    Proactive plan design is trending


    The percentage of plan sponsors offering automatic features has increased since 2013.
     

     

    2013

    2019

    Automatic enrollment

    43%

    55%

    Automatic contribution escalation

    21%

    38%




    OPPORTUNITY: Highlight the benefits of automatic features

    BUILD MOMENTUM WITH PLAN DESIGN

    Many are overlooking key target date fund evaluation criteria


    What percentage of plan sponsors think these criteria are either “extremely” or “very” important?
     

    84%

    Performance

    80%

    Fees

    49%

    Glide path structure

    48%

    Participant demographics

    42%

    How participants behave at retirement




    OPPORTUNITY: Align target date fund (TDF) strategies with plan goals

    LEARN MORE ABOUT SELECTING THE RIGHT TDF

     

    Plan sponsors are at their best with proactive financial advisors


    We surveyed plan sponsors—those with a proactive advisor/consultant, less proactive or without
    —about their confidence levels in plan design and overall plan decisions.


    LEARN MORE ABOUT BEING PROACTIVE

    About our survey


    We surveyed 838 plan sponsors from January through March, 2019. All respondents are key decision-makers for their organizations’ DC plans. All organizations represented have been in business for at least three years, offer a 401(k) or 403(b) plan to their domestic U.S. employees and have at least 10 full-time employees.

    VISIT OUR INTERACTIVE WEBSITE FOR MORE SURVEY INSIGHTS

    • Defined Contribution
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