Schroders: DC Plan Participants Interested in Private Equity, Debt Exposures

More than one-third (36%) of participants in direct contribution (DC) workplace retirement plans would allocate assets to private equity and private debt if given access, and 80% of these participants would increase their contributions if private investments were offered in their plans, according to Schroders' 2024 U.S. Retirement Survey.

While interest in private assets is growing, most respondents would take a cautious approach: 52% would allocate less than 10% of their retirement assets, while 34% would allocate 10 to 15%. However, a significant knowledge gap remains, with half of the surveyed participants unsure of the benefits of alternative investments and 64% perceiving them as risky.

Deb Boyden, head of Schroders’ US DC practice, emphasized that while private equity and debt are becoming more prominent, "significant inroads in participant education" are needed before they become mainstream in defined contribution plans.

Access the report here: https://www.schroders.com/en-us/us/institutional/clients/defined-contribution/us-retirement-survey/

Written By: Dakota

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