PLANSPONSOR - February/March 2019 - 44

Best in Class vs. Other Plans
n Best in Class 401(k) plans n All other 401(k) plans
Plan Measures
95.0%
79.9%
39.1%
9.2% 6.8%
Participation
rate
Plan Design
100%
60.8%
45.8%
38.2%
Eligibility within
3 months
Automatic
enrollment
Employer Contributions
76.5%
52.8%
43.1%
Effective
match >3%
Match vested
within 2 yrs
Financial Education Offered
94.1%
88.2%
58.8%
40.5%
Saving and
budgeting
33.1%
16.9%
Investing basics/
strategies
Credit/Debt
management
14.9%
Saving for
college
Home
buying
No financial
education
52.9%
29.4% 8.7%
5.9%
45.5%
76.5%
76.5%
48.2%
Automatic
escalation
43.7%
32.4%
20.6%
Default deferral
rate >3%
Oversight Practices
100%
72.9%
100%
82.4%
67.3%
69.2%
Re-enrollment
24.3%
Post-separation
loan payments
100%
100%
82.4%
55.9%
Average
deferral rate
19.9%
Retirement
confidence
Roth
provision
Index
funds
Managed
account
Investment Choices
97.1%
73.4%
55.9%
31.6%
100%
88.8%
True-up match
contributions
Investment
committee
Investment policy
statement
Fee
equalization
44 PLANSPONSOR.com February - March 2019
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PLANSPONSOR - February/March 2019

Table of Contents for the Digital Edition of PLANSPONSOR - February/March 2019

Asset Consolidation
2019 Plan Sponsor of the Year Finalists
2019 Best in Class 401(k) Plans
Systematic Income
The Best of Both Worlds
Plan Defense
Picture Yourself
PLANSPONSOR - February/March 2019 - C1
PLANSPONSOR - February/March 2019 - FC1
PLANSPONSOR - February/March 2019 - FC2
PLANSPONSOR - February/March 2019 - C2
PLANSPONSOR - February/March 2019 - 1
PLANSPONSOR - February/March 2019 - 2
PLANSPONSOR - February/March 2019 - 3
PLANSPONSOR - February/March 2019 - 4
PLANSPONSOR - February/March 2019 - 5
PLANSPONSOR - February/March 2019 - 6
PLANSPONSOR - February/March 2019 - 7
PLANSPONSOR - February/March 2019 - 8
PLANSPONSOR - February/March 2019 - 9
PLANSPONSOR - February/March 2019 - 10
PLANSPONSOR - February/March 2019 - 11
PLANSPONSOR - February/March 2019 - 12
PLANSPONSOR - February/March 2019 - 13
PLANSPONSOR - February/March 2019 - 14
PLANSPONSOR - February/March 2019 - 15
PLANSPONSOR - February/March 2019 - 16
PLANSPONSOR - February/March 2019 - 17
PLANSPONSOR - February/March 2019 - 18
PLANSPONSOR - February/March 2019 - 19
PLANSPONSOR - February/March 2019 - 20
PLANSPONSOR - February/March 2019 - 21
PLANSPONSOR - February/March 2019 - Asset Consolidation
PLANSPONSOR - February/March 2019 - 23
PLANSPONSOR - February/March 2019 - 24
PLANSPONSOR - February/March 2019 - 25
PLANSPONSOR - February/March 2019 - 2019 Plan Sponsor of the Year Finalists
PLANSPONSOR - February/March 2019 - 27
PLANSPONSOR - February/March 2019 - 28
PLANSPONSOR - February/March 2019 - 29
PLANSPONSOR - February/March 2019 - 30
PLANSPONSOR - February/March 2019 - 31
PLANSPONSOR - February/March 2019 - 32
PLANSPONSOR - February/March 2019 - 33
PLANSPONSOR - February/March 2019 - 34
PLANSPONSOR - February/March 2019 - 35
PLANSPONSOR - February/March 2019 - 36
PLANSPONSOR - February/March 2019 - 37
PLANSPONSOR - February/March 2019 - 38
PLANSPONSOR - February/March 2019 - 39
PLANSPONSOR - February/March 2019 - 40
PLANSPONSOR - February/March 2019 - 41
PLANSPONSOR - February/March 2019 - 2019 Best in Class 401(k) Plans
PLANSPONSOR - February/March 2019 - 43
PLANSPONSOR - February/March 2019 - 44
PLANSPONSOR - February/March 2019 - 45
PLANSPONSOR - February/March 2019 - 46
PLANSPONSOR - February/March 2019 - 47
PLANSPONSOR - February/March 2019 - 48
PLANSPONSOR - February/March 2019 - 49
PLANSPONSOR - February/March 2019 - 50
PLANSPONSOR - February/March 2019 - 51
PLANSPONSOR - February/March 2019 - 52
PLANSPONSOR - February/March 2019 - 53
PLANSPONSOR - February/March 2019 - Systematic Income
PLANSPONSOR - February/March 2019 - 55
PLANSPONSOR - February/March 2019 - The Best of Both Worlds
PLANSPONSOR - February/March 2019 - 57
PLANSPONSOR - February/March 2019 - Plan Defense
PLANSPONSOR - February/March 2019 - 59
PLANSPONSOR - February/March 2019 - Picture Yourself
PLANSPONSOR - February/March 2019 - 61
PLANSPONSOR - February/March 2019 - 62
PLANSPONSOR - February/March 2019 - 63
PLANSPONSOR - February/March 2019 - 64
PLANSPONSOR - February/March 2019 - C3
PLANSPONSOR - February/March 2019 - C4
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https://www.plansponsordigital.com/plansponsor/march_april_2024
https://www.plansponsordigital.com/plansponsor/january_february_2024
https://www.plansponsordigital.com/plansponsor/november_december_2023
https://www.plansponsordigital.com/plansponsor/september_october_2023
https://www.plansponsordigital.com/plansponsor/july_august_2023
https://www.plansponsordigital.com/plansponsor/excellenceawards_2023
https://www.plansponsordigital.com/plansponsor/may_june_2023
https://www.plansponsordigital.com/plansponsor/march_april_2023
https://www.plansponsordigital.com/plansponsor/december_2022_february_2023
https://www.plansponsordigital.com/plansponsor/october_november_2022
https://www.plansponsordigital.com/plansponsor/august_september_2022
https://www.plansponsordigital.com/plansponsor/june_july_2022
https://www.plansponsordigital.com/plansponsor/excellenceawards_2022
https://www.plansponsordigital.com/plansponsor/april_may_2022
https://www.plansponsordigital.com/plansponsor/february_march_2022
https://www.plansponsordigital.com/plansponsor/december_2021_january_2022
https://www.plansponsordigital.com/plansponsor/october_november_2021
https://www.plansponsordigital.com/plansponsor/august_september_2021
https://www.plansponsordigital.com/plansponsor/june_july_2021
https://www.plansponsordigital.com/plansponsor/april-may_2021
https://www.plansponsordigital.com/plansponsor/february-march_2021
https://www.plansponsordigital.com/plansponsor/december-january_2021
https://www.plansponsordigital.com/plansponsor/october-november_2020
https://www.plansponsordigital.com/plansponsor/august-september_2020
https://www.plansponsordigital.com/plansponsor/june-july_2020
https://www.plansponsordigital.com/plansponsor/april-may_2020
https://www.plansponsordigital.com/plansponsor/february-march_2020
https://www.plansponsordigital.com/plansponsor/december-january_2020
https://www.plansponsordigital.com/plansponsor/october-november_2019
https://www.plansponsordigital.com/plansponsor/august-september_2019
https://www.plansponsordigital.com/plansponsor/june-july_2019
https://www.plansponsordigital.com/plansponsor/april-may_2019
https://www.plansponsordigital.com/plansponsor/february-march_2019
https://www.plansponsordigital.com/plansponsor/december_2018-january_2019
https://www.plansponsordigital.com/plansponsor/october-november_2018
https://www.plansponsordigital.com/plansponsor/august-september_2018
https://www.plansponsordigital.com/plansponsor/june-july_2018
https://www.plansponsordigital.com/plansponsor/april-may_2018
https://www.plansponsordigital.com/plansponsor/february-march_2018
https://www.plansponsordigital.com/plansponsor/december_2017-january_2018
https://www.plansponsordigital.com/plansponsor/november_december_2017
https://www.plansponsordigital.com/plansponsor/october_2017
https://www.plansponsordigital.com/plansponsor/september_2017
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