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Case Study: Smart Plan Design and Holistic View Guide Positive Change (PDF)
Retirement Advisor Council Link to more items from this source
May 12, 2016

"The revised plan defaulted participants into an asset allocation program with auto-rebalancing. The company matching contribution, which had been very limited initially, was expanded to a 50% match on the participant's first 6% of pay. Auto enrollment, originally set up in 2007 at a 3% default contribution level, was bumped up to 6%.... The average deferral rate climbed from 4.8% to 6.4%. Participation in the automatic asset allocation program grew to 188 participants -- almost half of all participants -- from 26. And assets in that program grew more than tenfold."

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