Plan Design & Plan Metrics

Plan Design

Through periodic and ongoing review, Corporate Benefit Advisors can help determine when plan design changes may be beneficial.   In addition to considering typical design changes, such as employer contribution strategies, we will also assess new design features as they develop.     

Plan Metrics

Identifying, understanding and analyzing the key measurements of your employer-sponsored retirement plan are critical to your plan’s success.                                     

Using our customized metrics dashboard, we review several measures such as, participation, deferral percentages, retirement readiness, call center and web usage, as well as participant education feedback.

Benchmarking your plan’s statistics against national, regional, and industry specific data helps put your plan’s results in perspective.  We utilize data and studies from several leading sources to benchmark your plan.  We report this to you annually along with recommendations for improvement.