Some examples include:
Based off the metrics you decide are most impactful, we will develop a strategy together and input into the dashboard.
Set goals and target actions that can help improve plan engagement
Your trend analysis offers a clear assessment of activity for key plan metrics. You can go deeper in the reporting to spot opportunities for improvement.
Analysis of plan activity and key metrics
Track progress and identify trends within your plan
* Some metrics may not be readily available or will require additional data to populate
• Retirement Readiness
Financial Well-being
• Service Channel Engagement
Employee Engagement Plan Health
• Enrollments and Active Participation Trend
You will have the option to select from the below metrics* to include on your dashboard.
Refine reporting metrics to create a customized plan view
Financial/Transaction
Goal 3: Increase online plan engagement
Goal 2: Increase plan contributions
Goal 1: Increase plan enrollments