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KiwiSaver evaluation reports

Research reports available for download

Several KiwiSaver research reports are available. By following the links in the table you will be taken to an executive summary of each report, from which you can download the full report in PDF.

Reports to Ministers

Title Description Pages
KiwiSaver Annual Report 1 The first annual report of the KiwiSaver evaluation, covering the period 1 July 2007 to 30 June 2008. 78
KiwiSaver Annual Report 2 The second annual report of the KiwiSaver evaluation, covering the period 1 July 2008 to 30 June 2009. 45
KiwiSaver Annual Report 3 The third annual report of the KiwiSaver evaluation, covering the period 1 July 2009 to 30 June 2010. 31
KiwiSaver Annual Report 4 The fourth annual report of the KiwiSaver evaluation, covering the period 1 July 2010 to 30 June 2011. 33
KiwiSaver six-monthly report 1 The first six-monthly KiwiSaver evaluation report, covering the period 1 July 2007 to 31 December 2007. 46
KiwiSaver six-monthly report 2 The second six-monthly KiwiSaver evaluation report, covering the period 1 July 2008 to 31 December 2008. 64

Communications and awareness evaluation

Title Description Pages
Provider feedback Documents findings from research with KiwiSaver scheme providers. The research looks at the effectiveness of the engagement between Inland Revenue and providers during the roll-out of KiwiSaver. 39
Employer survey Examines awareness, understanding and reactions to KiwiSaver amongst employers, and assesses whether they felt informed about their obligations under KiwiSaver. 56
Individual survey Documents findings from research with members of the public. The research looks at the awareness and understanding of KiwiSaver amongst the general public and the extent to which KiwiSaver communications activities have assisted individuals to make informed decisions about membership. 95

Implementation evaluation

Title Description Pages
Phase 2 employer panel Presents findings from the second phase of research with a panel of employers. The purpose of the panel research is to understand how employers are implementing KiwiSaver in the workplace. 83
Phase 1 employer panel Presents findings from the first phase of research with a panel of employers. The purpose of the panel research is to understand how employers are implementing KiwiSaver in the workplace. 59
Auto-enrolment report Documents the findings from qualitative research with employers and employees about the KiwiSaver auto-enrolment process. 31

Early outcomes evaluation

Title Description Pages
KiwiSaver evaluation: Survey of Individuals A technical report that presents data and analyses from a survey of KiwiSaver members and non-members. 178
KiwiSaver evaluation: Survey of Individuals (summary report) Synthesises data from the technical survey report and discusses the implications of the survey findings. 23
SME tax compliance costs 2009: KiwiSaver compliance costs evaluation report 3 This report looks at small and medium enterprises (SMEs) self-reported KiwiSaver compliance costs provided as part of a 2009 survey measuring 1,728 SMEs tax compliance costs across a range of tax types. 27
KiwiSaver evaluation: Follow-up survey of SME employers This report provides findings of follow-up research to the 2009 SME tax compliance costs survey (above). This research asked SME employers to report on a range of other costs (including making changes to remuneration approaches and other workplace-based superannuation schemes) associated with meeting their KiwiSaver obligations. 70

Evaluation strategy

Title Description Pages
KiwiSaver evaluation strategy Documents the overall strategy and research plan for the KiwiSaver evaluation. 45

 

 

 

 


Date published: 11 Oct 2011

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