Mid-Year Benefits Check-In – Are You on Track?

The best HR teams know that Open Enrollment planning isn’t a yearly one-time process. And if you blinked and somehow, it’s already May... you’re not alone. 

That’s why now is the perfect time to stop, reflect and check your pulse on benefits engagement and execution so far this year. 

• Are employees using their benefits the way you expected? 
• Are you seeing early signs of disengagement or confusion? 
• Are there lingering compliance risks or gaps you haven’t addressed? 

If the answer to any of these questions is “maybe,” then this check-in is for you. 

Mid-Year = Prime Time for Course Correction 

We know that HR and benefits teams are stretched. But building in a moment to step back and review mid-year trends helps you get ahead of surprises — and stay aligned with your Open Enrollment goals. 

It’s not just about compliance (though that matters). It’s also about making sure your benefits strategy is doing what you intended: supporting your people and your business. 

Here is how we see some teams leveraging this time: 

• Review employee feedback from Q1 surveys (find a free template here!) 
• Revisit communications plans and tools (especially if participation / enrollment is lagging) 
• Confirm ACA, COBRA, and state-specific compliance tracking 
• Evaluate software, tools, and carrier performance 
• Update leadership on KPIs and progress 

Download the Guide: The Open Enrollment Roadmap 

We’ve built a full OE Roadmap to help teams like yours avoid the last-minute panic and break planning into manageable, monthly steps.  

You’ll get:  

• Mid-year compliance checklist 
• Tips for using employee feedback to adjust your strategy 
• Communication planning advice and resources for re-engagement 
• Templates for internal progress reviews and processes 

Download the Guide

What’s one thing you’ve done this year to keep your OE strategy on track?  

Share in the comments or message us – we’d love to hear your obstacles and how you overcome them to help other HR teams have a smooth OE season this year!