Portland General Electric

Location Portland, Oregon
Asset Size >$500 million – $1 billion
Number of Participants 1,000 – 4,999
Business Utilities
Participation Rate90%
Avg Deferral Rate10.00%
Number of Funds12
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationUnsure/Don’t know
Auto-Enrollment Rate6%
Auto-Escalation Rate 1%
Re-EnrollmentConsidering
Default InvestmentTarget-date (active)
Ret Income OfferingIn-plan
Vesting Period1 year
Match Rate 100% of first 5% of salary
% Receiving Full Match>75%
True-Up MatchYes
  
Financial Education 
Saving/budgetingX
Investing strategiesX
College savingX
Credit/debt mgmtX
Tax/estate planningX
Retiree health costs/savings optionsX
  
ProviderAon Hewitt
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