CHART CENTRAL

Company stock in DC plans

In its annual DC plan survey, Callan found that 38.5% of those surveyed offer their own stock to plan participants. Stock offerings include available plan investment options or via an ESOP plan.

From 2009 to 2014, stock offered in plans trended downward before seeing a temporary increase in 2015. Among the plans that do not offer company stock, 82% say they have never offered it as an investment option; 16% said they used to, but it has been since removed or frozen.

The survey included 165 plan sponsors representing both Callan clients and other organizations.