Plan Sponsors Ask…

Question: We added automatic enrollment a few years ago and are considering adding automatic escalation later this year. Is there any current data regarding participant satisfaction with this plan design feature?

Answer: You are not alone in considering adding an automatic escalation to your plan design. According to JP Morgan’s  2025 Defined Contribution Plan Sponsor Survey findings, 39% of plan sponsors currently offering automatic enrollment plan to add an automatic escalation feature this year. The survey results make a strong case for doing so: 89% of surveyed participants who report that their contributions are automatically escalated each year are satisfied with the experience and are also more confident that their savings will last their lifetimes.

Pattern

Consider TRA's 3(16) Fiduciary Services & Plan Administration

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.
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