Employee Outcomes

How Are Employers Measuring Participant Success within Retirement Plans?
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
The ultimate proof of retirement plan participant success is in the results: whether the employee achieves a financially secure retirement. In the meantime, employers can look at a variety of metrics to help evaluate and track plan outcomes. The 2025 PLANSPONSOR Defined Contribution Survey identified several of these metrics, summarized below. While not exhaustive, this  Read More →
The New Reality of Retirement: When Competing Priorities Take Over
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
For many workers today, saving for retirement feels almost bleak. According to the 2025 Goldman Sachs Retirement Survey, 42% of Gen Z, Millennials, and Gen X are living paycheck to paycheck. Almost three-quarters say they struggle to save because their money is already stretched across too many other priorities. And the pressure isn’t slowing down.  Read More →
Household Spending Data Reveals Employee Borrowing Patterns
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
New data suggests individuals’ decisions to take 401(k) loans are driven less by discretionary spending needs and more by day-to-day cash-flow constraints. A December 2025 study conducted by the Employee Benefit Research Institute (EBRI) and J.P. Morgan Asset Management sheds light on what drives participants to take out 401(k) loans and how those funds are  Read More →

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