How to Make Emergency Savings Accessible to All Employees

Written by
Sunny Day Fund
Published on
November 4, 2024
How to Make Emergency Savings Accessible to All Employees

Financial security is a priority for employees across income levels in today's economy. Emergency savings accounts (ESAs) have become essential, offering employees a financial buffer when unexpected expenses arise. While the benefits are clear, making ESAs accessible for everyone—from entry-level workers to senior staff—requires thoughtful planning. Here’s how HR leaders can implement ESAs that address the unique financial needs of a diverse workforce.

Tearing Down Barriers To Saving

Offering emergency savings accounts (ESAs) as an employee benefit helps bridge the intent-action gap employees often experience when it comes to building financial resilience. Automating saving straight from the paycheck helps employees pay themselves first, instead of struggling to save what’s leftover.

For many, even though there’s a desire to save, complex barriers—like high minimum balances, account fees, or poor credit history—can prevent them from accessing traditional savings products. Having an ESA can offer barrier-free enrollment to remove these common hurdles. Out-of-plan ESAs provide a straightforward and equitable pathway for all employees to access the critical financial safety net they need, regardless of income or participation in workplace retirement accounts.

For low- to moderate-income (LMI) workers, the introduction of ESAs as a workplace benefit is particularly impactful, as it brings high-quality savings accounts to those who might otherwise lack access. Specific communities, historically underserved by financial institutions, including some minority and immigrant groups, gain a valuable opportunity to build trust with the financial system through employer-provided ESAs.

By ensuring uniform access through the workplace, ESAs empower these workers to accumulate liquid wealth, helping them manage unexpected expenses without turning to high-interest debt or compromising their long-term financial stability. Through these accounts, employees can build a foundation for improved financial outcomes, breaking cycles of dependency on debt and gaining a greater sense of control over their financial well-being.

Why Out-of-Plan ESAs Are Essential for Immediate Access

Unlike retirement-linked savings, out-of-plan ESAs offer the flexibility of immediate access. Companies that offer emergency savings accounts as an employee benefit provide employees with an accessible source of funds for urgent needs, ensuring they don’t have to dip into long-term retirement savings when the unexpected happens. This type of savings account provides a financial cushion for many workers without the penalties or restrictions that often accompany in-plan accounts.

Out-of-plan ESAs are managed through dedicated ESA providers, like Sunny Day Fund, which handle the marketing, administration and payroll integration. This setup makes these accounts convenient for employees to operate independently, adding flexibility and removing the administrative burden on employers.

Building Savings Habits Through Incentives

Financial incentives can drive higher participation and encourage consistent saving habits. Research from BlackRock’s Emergency Savings Initiative highlights that 87% of employees would join an ESA program if employer contributions were provided, underscoring the power of incentives. Contributions can come in various forms—sign-up bonuses, payroll matching, or milestone rewards—all designed to make saving more attractive and impactful.

When employers commit to matching contributions or rewarding balance thresholds that are maintained, employees have the additional motivation they need to build their savings faster. These incentives make saving feel achievable and rewarding, even for those hesitant to participate initially. Plus, employer contributions signal that employees' financial well-being is valued, often leading to higher morale and loyalty.

Addressing Low-Income Workers’ Unique Needs

Making ESAs truly accessible also requires understanding the unique challenges of low- and moderate-income employees. SaverLife data reveals that even employees earning between $25,000 and $35,000 can save successfully with structured support. In fact, within six months of enrollment, 66% of SaverLife users had saved at least $500—an amount that can make a significant difference during emergencies.

HR leaders can support lower-income employees by encouraging small, consistent contributions and eliminating fees that may deter participation. Clear communication about the benefits of ESAs and guidance on setting manageable goals are equally important, helping employees to start saving without feeling overwhelmed.

Financial Wellness as a Foundation for ESA Success

Financial wellness programs are essential for supporting employees’ financial health, and they’re particularly effective when paired with emergency savings accounts (ESAs). According to a survey by the Employee Benefit Research Institute (EBRI), nearly half of workers say their top stress-causing financial issue is having emergency savings. Employers can address this strong demand by offering ESAs alongside financial wellness initiatives, helping employees build stability and reduce financial stress.

Understanding the principles of budgeting, saving, and debt management can make emergency savings seem more achievable for many employees. Financial wellness programs equip employees with the tools to prioritize saving and reduce financial stress, which improves overall job satisfaction and performance.

A New Era of Inclusive Financial Security

Creating an ESA program that meets the needs of a diverse workforce is about more than simply offering an account—it’s about making saving accessible, automatic, and supported. Companies can promote a culture of financial resilience by removing enrollment barriers, providing immediate access, offering incentives, and supporting financial literacy.

With these strategies, HR leaders can help employees of all backgrounds build resilience, reduce stress, and prepare for both short-term and long-term financial well-being.

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