Public sector plans of all sizes are achieving remarkable results for their participants—and several of this year’s Leadership Award winners demonstrate the power of smart strategy and creative execution, even with limited resources. NAGDCA is proud to recognize the following small plans (under $500 million in assets) for their impactful efforts.

These initiatives show that innovation isn’t reserved for the largest plans. With focus and creativity, small plans can make a big difference in participants’ financial outcomes.

Adding Automatic Contribution Escalation

State Universities Retirement System of Illinois (SURS) with $94 million in plan assets, enhanced its deferred compensation plan by introducing automatic contribution escalation for all newly and previously auto-enrolled participants. This default feature increases contributions by 1% annually – up to 10% – unless participants choose otherwise, making it easier for members to save more over time. Investments are directed to a managed strategy that provides guaranteed lifetime income, creating a more secure path to retirement for Illinois university employees.

Investment Diversification Campaign

To address overconcentration in a single stable value fund, Washoe County ($246 million in plan assets) implemented a targeted campaign to encourage investment diversification. Starting with focused outreach to Sheriff’s Department employees, the effort led to a 24% improvement in diversified portfolios. Buoyed by the success, the county expanded the campaign to all plan participants—helping more employees align their investments with long-term goals.

Sail Towards Your Financial Future

With just $400 million in plan assets and a participant base of just over 4,000, the Port of Seattle launched a month-long campaign to boost retirement readiness. The interactive “Sail Towards Your Financial Future” initiative encouraged participants to engage with financial wellness tools, attend webinars, meet with Certified Financial Planners®, and complete key account updates. The campaign blended education with motivation, helping participants chart a more confident course toward retirement.