WASHINGTON — More Americans are getting a socially responsible investment option in their defined contribution plans at work, according to new Mercer Investing Consulting data released today by the Social Investment Forum.
The survey finds that 19% of DC plans already include a SRI option and that 41% of all DC plan sponsors are not currently offering SRI options to investor,s but expect to be doing so within three years.
Health care and government organizations are, so far, the employers most inclined to add an SRI option as compared with all survey respondents. Among the reasons for offering SRIs, according to those who were surveyed, were a desire to align retirement plan offerings with the mission of the employer such as a focus on corporate social responsibility, for instance, internal staff recommendations, and employee/participant requests for SRI options.
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The survey was sent to potential respondents representing public, corporate, faith-based, health care, and other plan types. In total, 129 plan sponsors responded. The majority of the respondents offer 401(k) plans, are corporate organizations with less than 25,000 plan members, and have less than $5 billion in assets.
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