Participation
| Description |
| Enrollment status by plan at a particular time point. This measures the engagement or interest from employees in the various plans offered, measured in terms of actual enrollments. These are ‘point-in-time’ charts, that you can see the changes from month to month. The summary view also gives insight into what plans are offered, and how many employees are eligible/not eligible. Benefit advisors who have multiple clients’ data can see comparisons across clients and identify opportunities for plan offerings based on outcomes achieved and insights derived across clients. |
Insights
- Proportion of each enrollment status
- Shows employee engagement and potential for additional participation
- Enrollment Status
- Enrolled: enrolled in the plan
- Declined: declined the plan
- Not eligible: not eligible based on class, location, division, department
- Eligible: eligible for the plan based on class, location, division or department, but hasn’t taken any action due to waiting period rules or other possible reasons
- Proportions are calculated based on active employees
- Eligible and not eligible categories are defined first
- Among the eligible, further categorization of enrolled and declined is determined, and the rest remain as eligible
Report Functionality
- Filter and select multiple options for
- Plan type
- Effective Date
- Class
- Location
- Division
- Department
- Hover over the each enrollment status bar to see additional details
- Right-click on the horizontal bar to
- Show data point as a table: view the raw data structure
- Show as table: view the underlying numbers
- Include: only include selected
- Exclude: exclude selected
- Drill through to Plan Detail: presents Plan Detail report for that plan type
