Page 82 - DCAC Feb 2026 Files

County of San Mateo Deferred Compensation Program Participant Survey 2026

341 How much I need to retire comfortably 1/14/2026 3:34 PM

342 already participating 1/14/2026 3:25 PM
343 Having a monthly balance statement emailed to me without having to go into the account site. 1/14/2026 3:24 PM
344 Plan to continue participating. Due to coworker advice thinking about getting help with my plan. 1/14/2026 3:18 PM
345 I would need a higher income to help. 1/14/2026 3:18 PM

346 more incentives 1/14/2026 3:16 PM
347 I think that having some monthly virtual office hours to discuss with an agent would be helpful. 1/14/2026 3:03 PM
348 A sense of how to retire if I plan to have no shared income, no children, a shorter average life 1/14/2026 2:59 PM
expectancy due to a chronic health condition, no upward financial mobility, and a desire to live
in the County.
349 Keep showing me the progress on quarterly or annual basis. Explain how my situation has 1/14/2026 2:55 PM
changed since the last analysis and how it might look like in a year or two if I stay on course.
350 I am doing this ongoingly 1/14/2026 2:52 PM
351 Retirement income 1/14/2026 2:51 PM

352 make time to educate myself. 1/14/2026 2:50 PM
353 helping me make sure I'm on track! 1/14/2026 2:49 PM
354 i need a lot of badgeting on my monthly expenses 1/14/2026 2:48 PM

355 investment selection advice, diversification, redistribution, etc. 1/14/2026 2:47 PM
356 The empower website verification do not let me in after I put the identifing text in. I neverf 1/14/2026 2:45 PM
receive a code on my phone and cannot get in to my account.

357 Clearer instructions on contribution % or amount per month in the workday portal. Or how to 1/14/2026 2:43 PM
ensure full max annual contribution is met
358 If app worked better: freezes often 1/14/2026 2:41 PM

359 n/a 1/14/2026 2:40 PM
360 Nothing. I appreciate that it's there and that I can contribute! 1/14/2026 2:39 PM
361 I think maybe some info sessions sharing about the difference between a 457(b) plan and why 1/14/2026 2:39 PM
folks should invest in that or add it to their investment portfolio vs. a Roth IRA or other more
"traditional" savings methods. It would also be nice to know how a 457(b) might fit into
someone's overall retirement planning and withdrawal methods someday.
362 More information about how if functions and employer matching contributions 1/14/2026 2:34 PM

363 I'm motivated. 1/14/2026 2:34 PM
364 To receive an employer match. 1/14/2026 2:29 PM

365 Show me different investment levels that I can choose 1/14/2026 2:27 PM
366 I am an Extra Help position and there is no mechanism I know of to be able to use the money 1/14/2026 2:27 PM
that I am forced to put into this plan. I would feel motivated to participate if I knew I would get
something from it.

367 increasing my income 1/14/2026 2:19 PM
368 Seeing different scenarios for retirement. Contribute X now for Y later. Make sure my elections 1/14/2026 2:19 PM
line up with my expectations for retirement lifestyle.

369 More personalized information about the plan that I am contributing too. I think speaking with 1/14/2026 2:19 PM
someone in the department will give me a better understanding of what I currently have and
what is projected to have once i retire.
370 Ability to increase contribution 1/14/2026 2:19 PM
371 creating realistic budgets with and w/o having a post-retirement part-time job. Health/dental 1/14/2026 2:19 PM

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