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LOKAHI

Charter #1733 · HI

Community 500M-750M
165 CUs in 500M-750M nationally 2 in HI
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LOKAHI faces 8 concerns requiring attention

Key Strengths

Areas where this CU excels compared to peers

No key strengths identified

Key Concerns

Areas that may need attention

  • - Institutional Decline: Bottom 11.5% in tier
  • - Efficiency Drag: Bottom 14.9% in tier
  • - Stagnation Risk: Bottom 79.3% in tier
  • - Membership Headwinds: Bottom 79.3% in tier
  • - ROA 0.53% below tier average
  • - Efficiency ratio 11.49% above tier (higher cost structure)
  • - Member decline: -2.6% YoY
  • - Net Interest Margin (NIM): Bottom 4.2% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 2 that size in Hawaii.
  • Shares and deposits +2.0% year over year ($624M in shares and deposits).
  • Membership: 45,384 members, -2.6% vs a year ago.
  • Delinquency rate 0.39%.
  • Return on assets 0.29%.
  • Efficiency ratio 88.05% vs a 76.56% peer average.
  • Loan-to-share ratio 61.31% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (HI) National Avg Tier Percentile
Members 45,384
-2.6% YoY-0.4% QoQ
+7.5K 37,897
-5.0% YoY
19,590
+0.5% YoY
34,678
+6.6% YoY
79%
Assets $701.9M
+0.3% YoY-1.0% QoQ
+$79.5M $622.4M
+0.6% YoY
$386.0M
+4.8% YoY
$593.1M
+10.2% YoY
78%
Loans $382.6M
-2.2% YoY-0.0% QoQ
$-45.9M $428.5M
-0.7% YoY
$197.3M
+5.5% YoY
$418.6M
+10.1% YoY
28%
Deposits $624.0M
+2.0% YoY-0.4% QoQ
+$84.2M $539.8M
+0.9% YoY
$341.6M
+4.3% YoY
$504.8M
+10.3% YoY
85%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.3%
-26.1% YoY+26.4% QoQ
-0.5% 0.8%
+39.5% YoY
1.0%
+38.1% YoY
1.2%
+121.4% YoY
Bottom 13.9% in tier
NIM 2.6%
+18.0% YoY+1.8% QoQ
-0.9% 3.5%
+5.0% YoY
3.2%
+7.0% YoY
3.8%
+2.3% YoY
Bottom 3.6% in tier
Efficiency Ratio 88.1%
+10.5% YoY-2.3% QoQ
+11.5% 76.6%
-3.6% YoY
73.0%
-3.2% YoY
83.0%
-5.3% YoY
Bottom 11.5% in tier
Delinquency Rate 0.4%
-24.9% YoY+26.2% QoQ
-0.4 0.8%
+3.1% YoY
1.3%
-1.1% YoY
1.3%
+2.6% YoY
19%
Loan To Share 61.3%
-4.1% YoY+0.4% QoQ
-18.0% 79.3%
-1.4% YoY
53.4%
-3.2% YoY
66.4%
-1.4% YoY
Bottom 10.9% in tier
AMR $22,179
+3.1% YoY+0.1% QoQ
$-5K $27,294
+4.1% YoY
$23,604
+3.8% YoY
$20,028
-0.9% YoY
21%
CD Concentration 36.8%
+7.7% YoY+2.8% QoQ
+12.2% 24.6% 25.0% 20.0% Top 12.1% in tier
Indirect Auto % 4.0%
+7.4% YoY+10.2% QoQ
-9.6% 13.6% 4.8% 7.7% 44%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (4)

Efficiency Drag

risk
#126 of 531 • Bottom 14.9% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 88.05%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.10% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -2.64%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | New qualifier

Institutional Decline

decline
#105 of 230 • Bottom 11.5% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $701.86M
(Tier: $336.17M, National: $593.11M)
but better than tier avg
Member Growth (YoY): -2.64%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.18%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 276 Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | New qualifier

Stagnation Risk

risk
#266 of 549 • Bottom 79.3% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -2.64%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.18%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.39%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Membership Headwinds

decline
#268 of 549 • Bottom 79.3% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -2.64%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 165 peers in tier

Top Strengths (5 metrics)

20
Members Per Employee (MPE)
engagement
Value: 436.385
Peer Median: 313.721
#20 of 165 Top 11.5% in 500M-750M tier
25
Total Deposits
balance_sheet
Value: $623.98M
Peer Median: $542.48M
#25 of 165 Top 14.5% in 500M-750M tier
33
Total Delinquency Rate (60+ days)
risk
Value: 0.39%
Peer Median: 0.70%
#33 of 165 Top 19.4% in 500M-750M tier
35
Total Members
engagement
Value: 45,384
Peer Median: 36,716
#35 of 165 Top 20.6% in 500M-750M tier
37
Total Assets
balance_sheet
Value: $701.86M
Peer Median: $621.76M
#37 of 165 Top 21.8% in 500M-750M tier

Top Weaknesses (11 metrics)

159
Net Interest Margin (NIM)
profitability
Value: 2.64%
Peer Median: 3.55%
#159 of 165 Bottom 4.2% in 500M-750M tier
157
Fee Income Per Member
profitability
Value: $86.26
Peer Median: $191.53
#157 of 165 Bottom 5.5% in 500M-750M tier
147
Efficiency Ratio
profitability
Value: 88.05%
Peer Median: 77.45%
#147 of 165 Bottom 11.5% in 500M-750M tier
147
Loan-to-Share Ratio
balance_sheet
Value: 61.31%
Peer Median: 81.50%
#147 of 165 Bottom 11.5% in 500M-750M tier
145
Share Certificate Concentration (%)
balance_sheet
Value: 36.76%
Peer Median: 26.69%
#145 of 165 Bottom 12.7% in 500M-750M tier
142
Return on Assets (ROA)
profitability
Value: 0.29%
Peer Median: 0.74%
#142 of 165 Bottom 14.5% in 500M-750M tier
138
Loan Growth Rate
growth
Value: -2.18%
Peer Median: 4.82%
#138 of 165 Bottom 17.0% in 500M-750M tier
138
Loan-to-Member Ratio (LMR)
engagement
Value: $8,430
Peer Median: $11,477
#138 of 165 Bottom 17.0% in 500M-750M tier
135
Asset Growth Rate
growth
Value: 0.31%
Peer Median: 4.61%
#135 of 165 Bottom 18.8% in 500M-750M tier
131
Member Growth Rate
growth
Value: -2.64%
Peer Median: 0.59%
#131 of 165 Bottom 21.2% in 500M-750M tier
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