2021
DC Plan Benchmarking Survey

Plan Sizes

It has long been known that plan size correlates to differences in plan design, with larger plans—i.e., those with $200 million or more in plan assets—adopting more progressive features long before their smaller counterparts. Larger plans were among the first to adopt automatic enrollment and remain twice as likely to offer the feature today. They also come with a size and scale that can lead to higher levels of plan oversight and lower investment fees. Collectively, plan size may be the most important yardstick by which to benchmark your retirement plan.