Annual Wellbeing Report Structure
- 1Executive summary: Key findings and recommendations in 1 page
- 2Workforce health profile: Health risk profile, chronic disease prevalence, cost trends
- 3Program highlights: Top programs, enrollment, engagement, and outcomes
- 4ROI summary: Total investment, total savings, and overall ROI
- 5Benchmarking: How the employer compares to industry peers
- 6Recommendations: Top 3–5 priorities for the next year
- 7Appendix: Detailed data and methodology
Telling the Story
The most effective annual wellbeing reports tell a story — not just present data. "Our workforce has a diabetes prevalence of 14% — 27% above the national average — which is driving $3.2 million in annual claims. Our diabetes management program enrolled 68% of eligible members and reduced average HbA1c by 0.8 points, saving an estimated $1.1 million. We recommend expanding the program to include pre-diabetic employees." This is a story that drives decisions.
Using the Report for Investment Decisions
IQ Insight
The annual wellbeing report is the foundation for next year's wellbeing investment decisions. Programs that delivered strong ROI should be expanded; programs that underperformed should be redesigned or replaced; new programs should be added to address unmet health needs. The report closes the loop between investment and outcomes — and builds the credibility needed for continued leadership support.