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Nearly Half of Larger Companies Opt for Auto-Enrollment


October 18, 2011 --- The results from Diversified’s Report on Retirement Plans – 2011 show nearly one-half (48%) of larger companies have implemented automatic enrollment, and an additional 36% are considering implementing this feature. ---

According to the survey, the adoption of automatic enrollment is most prevalent in larger companies with 10,000 employees or more (57% compared to 48% overall).

Sponsors look to other automatic features to varying degrees to help employees achieve a funded retirement. For example, while less common than auto enrollment, automatic deferral escalation is in place among one-third of plan sponsors, with another third currently considering such a feature. Automatic account rebalancing is expected to grow at nearly the same rate as automatic escalation (36%).

To further enhance participation rates, a growing percentage (58%) of plan sponsors periodically re-enroll employees who originally opted out. “This approach ensures that all employees will be systemically offered an automatic enrollment opportunity,” Diversified Vice President Laura White explained in a press release. “That strategy can be helpful to the 37% of plan sponsors who state that their primary goal in offering a defined contribution is to help employees accumulate income for retirement.”

Another 41% maintain their plans to retain employees—but only 14% use their plan primarily as a tool to recruit employees.

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