Citigroup, Inc.

LocationNew York, NY
Asset Size$11.7B
Number of Participants10,000 or More Participants
BusinessFinancial Services
Participation rate90%
Avg. deferral rate8.4%
No. of funds offered22
Investment ReviewQuarterly
True-up featureNo
Match Vesting PeriodImmediate
Default deferral rate6%
Default investmentInstitutional TDF
Systematic withdrawalsYes
Fee equalizationYes
Match Rate100% of first 6% of salary
% receiving full match50% – 75%
Max Employer Contribution8.0%
Financial education: 
Investing strategiesx
College savingx
Credit/debt mgtx
Tax/estate planningx
Retiree health costs/savings optionsx
RecordkeeperAon Hewitt
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