Once open enrollment ends, you can support the next phase of understanding what went right, what are the opportunities to improve and how to share those learnings with leadership so the next season is even better. The Ultimate Annual OE Review Playbook gives you a people-first framework intended to help you evaluate your season with confidence and clarity.
Why Open Enrollment Success Metrics Matter
Open enrollment success metrics reveal the big picture of your season. You see not just whether people enrolled, but how the experience felt for your team and your employees. Without a structured review, valuable insights likely slip away. With an interactive process, you can:
- Capture optimal data — from OE timing and call center volume to plan adoption rates, HDHP/HSA/FSA participation and voluntary benefits uptake. Listen to your employees — understand whether they found enrollment convenient, supportive and confidence-building.
- Discover administrative pain points — identify the process and technology changes that can help remove friction for your team.
- Report with authority — translate qualitative and quantitative findings into clear next steps for senior leadership.
What's Inside the Playbook
We built this guide to be simple and seamless to use. Inside, you'll find:
- A checklist of open enrollment success metrics to gather feedback across administration, plan adoption and employee experience.
- Reflective questions to help prompt discussions on your OE timing, trends in plan adoption and more.
- A Start/Stop/Continue retrospective to help your team decide what to change moving forward.
- A SMART* goal-setting template to turn insights into measurable, time-bound action.
Who This Guide Is For
If you lead benefits administration or support the people who do, this playbook can help you move from a reactive to proactive approach. This equips you to help anticipate needs, identify and remove barriers and set expectations so your team can focus on supporting your employees.
Start Your OE Review Today
Don't let this season's hard-won insights go to waste. Download the complimentary ebook and turn your open enrollment success metrics into a clear, actionable plan for next year.
