Page 91 - DCAC Feb 2026 Files
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County of San Mateo Retreat 12/08/2025
o RR – Suggested a table based upon salary but it was not well received.
• RESULT – Not sure how this will be measured.
• ACTION – Increase utilization of Remotiv retirement readiness report.
o Kim will obtain current utilization to establish a baseline.
• RESULT – Compare 2025 to 2026 numbers.
5. GOAL – Improve asset retention.
• ACTION – Empower to develop and implement a “Stay in the Plan” campaign.
• ACTION – Empower to develop and implement a “Large Balance” campaign.
o Empower to run reports for participants with > $250k, > $500K and top 10%.
• RESULT – Compare 2025 to 2026 numbers.
