One in three student loan borrowers risk default as delinquency rates soar

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"Rising Delinquency Rates Indicate Increased Risk of Student Loan Default"

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As the repayment relief measures put in place during the pandemic come to an end, nearly one in three federal student loan borrowers are facing the risk of defaulting on their payments. An analysis by TransUnion revealed that around 5.8 million borrowers were more than 90 days past due on their payments as of April 2025, translating to a delinquency rate of approximately 31%. This marks a significant increase from 20.5% in February and is nearly three times the 11.7% delinquency rate recorded in February 2020, just prior to the pandemic's onset. The current delinquency rate is the highest ever documented, underscoring the financial strain many borrowers are experiencing. Despite this alarming trend, it's important to note that these borrowers represent a small fraction of the total credit-active consumers in the U.S., as explained by Joshua Turnbull, a senior vice-president at TransUnion.

The implications of falling into delinquency are severe for borrowers, with those who do not rectify their payment issues facing potential defaults, which occur after 270 days of missed payments. Current projections indicate that approximately 1.8 million borrowers could default by July 2025, with an additional one million expected to follow in August and two million more in September. The repercussions of delinquency extend beyond the immediate risk of default, as many borrowers are witnessing significant declines in their credit scores, averaging a drop of 60 points. Furthermore, a concerning trend has emerged where more than 20% of those currently 90 or more days delinquent were previously classified in higher credit tiers. This decline in creditworthiness indicates a troubling financial landscape for student loan borrowers, as the overall trend suggests increasing financial distress, despite a slight uptick in attempts to catch up on payments from March to April.

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Nearly one in three federal student loan borrowers are at risk of defaulting on payments as early as July, as delinquency and default rates soar in the wake of pandemic-era repayment relief ending.

About 5.8 million federal student loan borrowers were 90 days or more past due on their payments as of April 2025, according to a new analysis fromTransUnion. That’s roughly 31% of borrowers with a payment due, up from 20.5% in February and nearly triple the 11.7% delinquency rate reported in February 2020, just before the pandemic began. The April figure represents the highest delinquency rate ever recorded.

“With over 200 million credit-active consumers in the US, the 5.8 million affected borrowers make up only a small percentage,” Joshua Turnbull, senior vice-president and head of consumer lending at TransUnion told the Guardian.

“However, for individuals who do not resolve their delinquencies, the personal consequences, particularly regarding access to credit, could be significant.”

Borrowers fall into default once they are 270 days past due. Based on current trends, approximately 1.8 million borrowers could reach default status in July 2025, making them subject to wage garnishment and other collection actions by the US Department of Education. Another one million are expected to default in August, followed by two million more in September.

This sharp rise in delinquency comes less than two months after the education departmentresumed collectionson defaulted federal loans. The updated projections mark a steep increase from May, when the company estimated 1.2 million borrowers could default by July.

The consequences for borrowers extend beyond collections. Those who become delinquent are seeing significant declines in their credit scores by an average of 60 points, according to the report.

More than one in five borrowers who are now 90 or more days delinquent had previously been in “prime” or “super prime” credit tiers. After falling behind, fewer than one in 50 remain in those top tiers, with many dropping at least one full risk category.

While only 0.3% of borrowers are currently in default, a relatively small amount of the population, the growing number of those in serious delinquency could signal continued trouble ahead. The slight increase from March to April, just 0.4 percentage points, suggests some borrowers may be trying to catch up, but the overall trend points to mounting financial stress among student loan borrowers.

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Source: The Guardian