Set goals and target actions that can help improve plan engagement
Based off the metrics you decide are most impactful, we will develop a strategy together and input into the dashboard.
Some examples include:
Goal 1: Increase plan enrollments
Action: Quarterly advisor enrollment webinars/presentations
Goal 2: Increase plan contributions
Action: Enable auto-increase
Goal 3: Increase online plan engagement
Action: Targeted registration email campaign
Refine reporting metrics to create a customized plan view
You will have the option to select from the below metrics* to include on your dashboard.
Financial/Transaction
Plan Health
• Enrollments and Active Participation Trend
• Investment Diversification
• Average Participation Rate
• Average Deferral for Plan
Employee Engagement Plan Health
• Service Channel Engagement
• Digital Tool Enrollment/Usage
Financial Well-being
• Retirement Readiness
• Participant Confidence Survey
• FutureFIT Wellness Check Results