Open enrollment presentation
An open enrollment presentation explains a company’s benefits options to employees during the enrollment window, so each person can pick a plan and know what it will cost them.
The structure, section by section
What changed this year
New plans, new carriers, and new costs, in plain words, up front.
The plans side by side
Premium per paycheck, deductible, out-of-pocket maximum and the network for each plan.
Which plan fits whom
A few typical situations, such as single and healthy, a growing family, or a chronic condition, and the plan that suits each.
What it costs you
A way for each employee to see their own cost by tier and plan.
Other benefits
Dental, vision, life, disability, accounts like HSAs and FSAs, and anything voluntary.
How and when to enroll
The deadline, the link, and who to ask.
What the good ones do
- Show cost per paycheck, the number employees recognize.
- Let employees answer their own question, “what will I pay?”, without a spreadsheet.
- Make it work on a phone. Many employees will open it from an email or a text.
- Keep one deadline and one link on every page.
Questions
What should an open enrollment presentation include?
What changed, the plans side by side, which plan fits common situations, what each option costs per paycheck, other benefits, and how and when to enroll.
How long should an open enrollment presentation be?
Short enough to finish in one sitting. Put plan details in sections employees can open when they need them.
Should open enrollment materials be interactive?
It helps. A page where employees choose their tier and plan and see their own cost answers the most common question without a meeting.