Don’t Wait Until Open Enrollment Ends to Find Out What Went Wrong
Most employers review open enrollment after it’s over. By then, it’s too late to fix anything. When you track a few key numbers during enrollment, you can spot problems early, adjust quickly, and help employees make better benefits decisions while there’s still time.
What you can track depends on your setup
A benefits administration platform usually gives you real-time reporting. If you use paper forms or enroll directly through the carrier, you can still track participation, employee questions, and meeting attendance.
5 metrics to watch
1. Participation
Are employees enrolling at the pace you expected? Compare completion rates by location, department, or employee group. If one group is falling behind, send them extra reminders before the deadline.
2. Enrollment roadblocks
When employees start enrolling but don’t finish, something is getting in the way. Look for abandoned sessions, password resets, and system errors. If you enroll on paper, look for incomplete forms and repeated help desk calls.
3. Decision-making
A completed enrollment doesn’t always mean an informed one. Track how often employees use decision-support tools and plan comparisons, how many switch plans, and how many elect voluntary benefits.
4. Communication
Are employees opening your emails and clicking the links? Check open rates, benefits website traffic, and video views. Low engagement usually doesn’t mean employees don’t care. It often means the message isn’t reaching them through the right channel, at the right time, or in the right format.
5. Education
Registrations only show part of the picture. Look at how many people actually attended your benefits meetings or webinars, the questions they asked, and how many used the follow-up resources.
The bottom line
When you track these metrics during enrollment, you can fix issues while it’s still open. That leads to better engagement, clearer communication, and more confident employees.
Want help building a smarter open enrollment strategy? Contact State Benefit today.
