Help your team build financial confidence with the right support

Financial stress affects workplace productivity, engagement, and overall wellbeing. This Employee Financial Wellness Program Participation Barriers Survey helps HR teams, people operations, and benefits managers understand what's holding employees back from participating in financial wellness programs—and what types of support would genuinely help.

Whether you're launching a new financial wellness initiative, evaluating your current offerings, or looking to increase participation rates, this survey template gives you the insight you need to design programs that employees will actually use.

Understand real barriers and preferences

The template covers key areas including current financial stress levels, barriers to program participation (time, awareness, relevance), interest in specific tools like budgeting apps and calculators, needs around retirement planning support, and demand for emergency savings assistance. You'll learn not just what employees want, but why they haven't engaged with existing resources.

Built for busy HR teams

Paperform's document-style editor makes it easy to customize questions, add your company branding, and adjust the survey to match your organization's tone. Use conditional logic to ask follow-up questions based on previous answers, ensuring you gather detailed insights without overwhelming respondents.

All responses feed into one clean dashboard where you can spot trends, export data to share with leadership, or use AI Insights to automatically summarize themes and identify the most requested support types across departments or demographics.

Close the loop with Stepper automation

Once you've collected feedback, use Stepper to automatically route high-priority responses to your benefits team, update project management tools with action items, or segment employees by need so you can communicate targeted resources. Integration with Slack, Google Sheets, Airtable, and your HRIS keeps everyone aligned without manual data entry.

Privacy-first and SOC 2 compliant

Employee financial information is sensitive. Paperform is SOC 2 Type II certified and GDPR compliant, giving your team and your employees confidence that responses are handled securely. Anonymous submission options and data residency controls let you meet internal compliance standards while still gathering honest feedback.

Trusted by HR teams worldwide, this survey template helps you build financial wellness programs that actually reduce stress, improve engagement, and support your people where it matters most.