TITLE TRANSITION OPERATIONS | Talent OPERATIONS | 401k
Companies that offer employees a 401(k)
74%
59%
57%
46%
California
Oregon
Washington
Overall
“
WEST COAST EXECUTIVES
“Cost to the company is somewhat high and it's a little complex, which makes it difficult to understand.” “The educational resources we have now are old and don’t align with what’s happening in the market today.”
“My experience with our 401(k) plan is great and we have not encountered any kind of issues .” “Poor recordkeeping practices are leading to compliance issues, which can be fixed by conducting regular audits.”
”
Rate the following aspects of your current employee 401(k)
Ability of the plan to meet the needs of owners/executives
25%
30%
45%
Investment options and performance
25%
44%
19%
9%
3%
23%
39%
22%
11%
Employee education
5%
Employee participation and engagement
33%
19%
33%
14%
2%
Confidence that you will meet your fiduciary responsibilities
2%
28%
31%
38%
2%
Ability to understand and comply with regulations
25%
42%
17%
13%
3%
Cost of the plan to the company
20%
31%
22%
23%
3%
Customization of the plan to meet the goals of your company
31%
25%
30%
13%
2%
Excellent
Extremely poor
19
Copyright © 2025 Aldrich Services LLP. All rights reserved.
Made with FlippingBook. PDF to flipbook with ease