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Retirement Plans Annual Summary One-Pager

Members, assets, returns and changes in a retirement plan.

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What’s on It

  • Short summaryAbout Us
  • Key pointsWhat We Offer
  • Area chart of a trendAssets Under Management ($B)
  • Donut chart of the mixNew Plans by Employer Size (%)
  • Headline numbersMembers
  • Key pointsPriorities for 2026

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Oakwell Retirement: Annual Summary 2025
Workplace pension provider · Sample figures
About Us
We run workplace retirement plans for 2,600 small and mid-size employers and 214,000 savers.
What We Offer
401(k) plans set up in two weeks
Low-cost index funds as the default
A savings coach for every member
Assets Under Management ($B)
05102019202020212022202320242025
New Plans by Employer Size (%)
Under 50 staff54%
50 to 24933%
250 and over13%
Members
Savers
214,000
+11%
Average saved
7.4%
+0.3 pts
Joined in 2025 vs 2024
+2.6%
Priorities for 2026
Automatic enrolment for every new employer
A new app with a retirement income forecast
Cut the average fee from 0.42% to 0.35%

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