A new article from PlanSponsor features research from CI’s Retirement Plan Benchmarks:
Andrew Denegre, a senior analyst at Corporate Insight and lead researcher for its 2025 study, says recordkeepers that have already invested in “core features” desired by participants now have the “freedom to innovate” with advanced features. Meanwhile, recordkeepers who have not invested in the basics now face pressure to step up their game.
Account balance information is what participants come to see, Denegre says, which explains why 89% of participants rated that category as “extremely important.”
However, the “privacy preferences category is new [to the top],” says Denegre. “It hasn’t been at the bottom, but it hasn’t floated up this high before.”
