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Participant Communication Preferences
A sampling of information collected in the 2025 PLANSPONSOR Participant Survey.
Survey data show how well workers are saving in their retirement plan—plus the ranking they give to different kinds of messaging and communication from their employers.
Plan sponsors can improve their plan’s engagement with participants by considering the most effective ways of getting out plan, savings and investment information.
See the charts and tables below for insights.
Access to Employer-Provided Financial Literacy Wellness Program
- Yes
- No
- Don't know / Unsure
The survey included both full-time and part-time employees who are current participants in their employer’s retirement plan. The respondent pool was slightly overweighted male (55.8%) and included participants ages 18 and older, with 69.4% in their 30s or 40s. One can therefore assume that many of the respondents are balancing career growth with family responsibilities, making retirement planning a critical—yet often competing—priority, as the results for benefit preferences showed.
Respondents had high levels of education: 32.6% hold postgraduate degrees such as an MBA, J.D. or M.D., and another 31.1% are college graduates. Most agreed that they will achieve their retirement goals by age 65.
More from this survey is available here.
