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Counseling Essential Employees Within a Limited Budget | Case Study of a Securities Firm's EAP Operation: Average Session Per Person Increased to 3.4
2026.10.16 15:19
Case Studies ยท Financial Industry ยท EAP Operation Design
Counseling Essential Employees Within a Limited Budget | Case Study of a Securities Firm's EAP Operation: Average Session Per Person Increased to 3.4
How to Share Counseling When the EAP Budget Is Fixed: A Case Study of a Securities Firm That Combined Job Stress-Focused Counseling, Financial & Legal Counseling, and Self-Care Content
We have been operating an EAP for a securities firm with approximately 1,800 employees for the past five years. We designed the program to ensure that sessions are allocated to employees who truly need counseling within a fixed budget, and the employees who continued the counseling The average number of sessions per person increased from 2.9 to 3.4. It has increased. For general employees, it helped manage daily life through self-care content such as meditation and sound therapy.
View at a glance
With a limited budget, we operated on the principle of โsufficient counseling for employees who need it, and self-care for all employees.โ The average number of sessions per person increased for three consecutive years, and user satisfaction was 4.7 points.
With a limited budget, we operated on the principle of โsufficient counseling for employees who need it, and self-care for all employees.โ The average number of sessions per person increased for three consecutive years, and user satisfaction was 4.7 points.
๐ The starting point was a fixed budget.
This securities firm had to operate the system within a fixed annual EAP budget. With approximately 1,800 employees, the budget was insufficient to provide as much counseling as all employees wanted.
Nudge EAP determined the operational direction together with the person in charge. Rather than โa little for everyone,โ โsufficient for the employees who really need itโ We ensured that sufficient sessions were available for employees who needed counseling, and provided support to general employees with self-care content that allows them to take care of their mental health in their daily lives.
๐ข Case Studies at a Glance
| item | detail |
|---|---|
| Industry and scale | Securities firm ยท Approximately 1,800 employees |
| Operating period | Operating EAP for 5 years |
| Operating conditions | Operated within a fixed annual budget |
| Operating method | Psychological Counseling + Financial & Legal Counseling + Self-Care Content |
| Key Results | Average number of counseling sessions per person: 2.9 โ 3.3 โ 3.4 ยท User satisfaction: 4.7 points (out of 5) |
๐ The employee who started the consultation continued in greater depth.
The scale of counseling usage was managed within the budget (5th-year usage rate 2.1%), and instead, sessions were allocated so that employees who started counseling could continue as much as needed.
| division | 3rd year | 4th year | 5th year |
|---|---|---|---|
| Average number of counseling sessions per person | 2.9 times | 3.3 times | 3.4 times |
| Request to continue counseling | is | is | is |
For three years The average number of sessions per person has steadily increased, and ..., requests to continue counseling also continued every year. This can be interpreted as meaning that the employees who received counseling actually needed the system and were satisfied to that extent. User satisfaction in the 5th year is 4.7 points (out of 5) It was.
๐ผ 39% of the counseling topics were job-related.
If you look at the counseling topics Job-related topics are 39% This was the most common issue. Among them, conflicts in relationships with colleagues and superiors, and work demands, each accounted for approximately 16%. Given the significant workload and relationship stress inherent in the securities industry, we operated the system to allow employees seeking counseling on these topics to make full use of their sessions.
Consultation topic statistics are provided to the company for aggregation purposes only and are not linked to individual consultation content.
๐ง Daily self-care for general employees
Instead of concentrating counseling sessions on employees who absolutely needed them, we also expanded support for general staff. Operated by Nudge EAP Sound therapy and meditation content and Trost YouTube channel We provided guidance to encourage employees to take care of their own mental health during their commute or breaks.
Also, not only psychological counseling Financial and legal consultation We also provided [another service]. Since it allows for light consultation on everyday concerns such as money or legal issues, it has become a channel that is less burdensome even for employees using the service for the first time.
How should we allocate our company's EAP budget?
Based on the number of employees, budget, and recent counseling usage, we design a balance between counseling sessions and self-care support.
EAP Operation Consultation Inquiry๐ ๏ธ This is how Nudge EAP was operated
| step | Operation details | Expected effects |
|---|---|---|
| Budget planning | Design counseling sessions and self-care support within a fixed budget. | Maximizing the scope of support within the budget |
| Counseling distribution | Focus sessions on employees who truly need counseling, such as those experiencing job stress. | Sufficient consultation for necessary staff |
| Self-care | Sound Therapy & Meditation Content, Trost YouTube Channel Guide | Daily mental management for general staff |
| Life counseling | Financial and legal consultation provided together | No pressure to use the first service counter |
| Safety Management | Classify counseling levels to prioritize support for crisis situations, and report to the company only as aggregated data. | Confidentiality and crisis response together |
| Annual Report | Comparison of single-person sessions, counseling topics, and user requests by year | Basis for designing the next year's budget and session |
โ Here's how to review a fixed-budget EAP
- โ Are counseling sessions being sufficiently allocated to employees who really need them?
- โ Are you also providing self-care content for general employees?
- โ Is there a channel where you can get started as easily as with financial or legal consultations?
- โ Are you looking at the average number of sessions per person along with the utilization rate?
- โ Are you collecting statistics on counseling topics at an aggregate level and using them for next year's planning?
The value of EAP is not determined solely by the number of users. Nudge EAP operates by providing sufficient counseling to employees in need and daily self-care to all employees, even within a fixed budget.
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Designing an EAP Operation Tailored to Your Budget
We design a comprehensive plan for your company, tailored to your budget and circumstances, ranging from session allocation and self-care content to financial and legal counseling.
Inquire about EAP Implementation & Operation โThis article is based on a case study of Nudge EAP operation, and the company name is not disclosed to protect client information. Operational performance may vary depending on the organizational situation and operating methods. In the event of a mental health crisis or immediate danger, you should first contact 112 or 119, and you can use the suicide prevention hotline 109 (24 hours).
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