Assess your current state
About this toolkit / Module 2 - Assess your current state
Before you start making changes, it’s important to understand where your current approach is already delivering value and where you can evolve to meet Gen Z’s changing needs.
Your participation rates, contribution behaviours and communication effectiveness can help show where your Gen Z engagement strategy is working and where there may be opportunities to improve. This self-assessment helps you review your current communications, engagement approach and plan experience.
The self-assessment helps you turn those signals into a practical starting point by showing where your current approach is already supporting Gen Z engagement, where there may be gaps across communications, savings relevance and the plan experience.
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No matter what the results, the fact that you’re thinking about this and working to find solutions means you’re ahead of most organizations.
If most answers are Yes
Focus on testing and optimization.
If most answers are Partially
Focus on communications and moments that matter.
If most answers are No
Start with enrolment, communications and contribution behaviours.
This assessment just gives you more insight into how to take action with the tools and resources in the following modules.
Try using your assessment results to focus your efforts.
The next module will help you identify the highest-impact opportunities.
Next module:
Implementation and tools
This publication provides general information applicable to group benefit plans and is based on information available at the time of publication, which is subject to change.