BlastPoint's Credit Union Scorecard

WORCESTER

Charter #64144 · MA

100M-500M
1070 CUs in 100M-500M nationally 30 in MA

WORCESTER has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + AMR Growth Rate: Top 0.7% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Cost Spiral: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - Efficiency ratio 2.64% above tier (higher cost structure)
  • - Member decline: -16.9% YoY
  • - Member Growth Rate: Bottom 0.9% in tier
  • - Total Assets: Bottom 5.2% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 6,355
-16.9% YoY-0.6% QoQ
-8.8K 15,145
-2.5% YoY
33,485
+24.8% YoY
33,913
+5.7% YoY
Bottom 7.9% in tier
Assets $107.1M
+4.2% YoY+2.0% QoQ
$-124.6M $231.7M
+0.8% YoY
$590.7M
+35.2% YoY
$578.3M
+9.0% YoY
Bottom 5.1% in tier
Loans $68.7M
+10.4% YoY+1.8% QoQ
$-75.4M $144.1M
+0.2% YoY
$447.1M
+33.6% YoY
$402.4M
+8.7% YoY
16%
Deposits $95.6M
+3.8% YoY+2.8% QoQ
$-105.5M $201.1M
+0.4% YoY
$496.3M
+36.0% YoY
$494.3M
+9.1% YoY
Bottom 7.5% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.7%
-49.0% YoY-28.6% QoQ
+0.0% 0.7%
+5.1% YoY
0.7%
+27.7% YoY
0.4%
-39.2% YoY
49%
NIM 3.5%
+2.5% YoY-1.7% QoQ
-0.2% 3.6%
+4.6% YoY
3.3%
+3.6% YoY
3.8%
+4.1% YoY
40%
Efficiency Ratio 80.7%
+13.4% YoY+4.4% QoQ
+2.6% 78.0%
-1.7% YoY
80.2%
-4.6% YoY
84.6%
+2.8% YoY
58%
Delinquency Rate 0.5%
-14.1% YoY-21.6% QoQ
-0.2 0.8%
+7.1% YoY
0.7%
-9.8% YoY
1.2%
+3.4% YoY
44%
Loan To Share 71.9%
+6.3% YoY-1.0% QoQ
+1.5% 70.4%
-0.4% YoY
71.5%
-1.7% YoY
65.6%
-1.4% YoY
50%
AMR $25,858
+28.0% YoY+3.0% QoQ
+$940 $24,918
+2.7% YoY
$25,479
+3.4% YoY
$19,920
+1.6% YoY
66%
CD Concentration 21.5%
+12.5% YoY+1.2% QoQ
-2.7% 24.3% 25.2% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 2.3% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#9 of 491 • Top 50.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 28.05%
(Tier: 3.74%, National: 6.36%)
better than tier avg
491 of 1070 Mid-Small & Community CUs have this signature | 637 nationally
↑ Growing +107 CUs YoY | Rank improving

Concerns (4)

Membership Headwinds

decline
#9 of 570 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -16.87%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Stagnation Risk

risk
#239 of 570 • Bottom 50.0% 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): -16.87%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): 10.37%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
Delinquency Rate: 0.54%
(Tier: 0.76%, National: 1.19%)
but better than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Cost Spiral

risk
#65 of 83 • Bottom 50.0% in tier

Historically lean operator (<75% efficiency) now seeing 5+ point efficiency ratio increase despite strong profitability (>0.50% ROA). Efficiency advantage eroding.

Why This Signature
Efficiency Ratio Change: 9.55% points
(Tier: -1.19% points, National: 2.52% points)
worse than tier avg
Efficiency Ratio (Prior Year): 62.44%
(Tier: 60.69%, National: 64.04%)
worse than tier avg
83 of 1070 Mid-Small & Community CUs have this signature | 96 nationally
→ Stable (87→83 CUs) -4 CUs YoY | New qualifier

Efficiency Drag

risk
#594 of 596 • Bottom 50.0% in tier

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

Why This Signature
Efficiency Ratio: 80.66%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): -0.66% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
Member Growth (YoY): -16.87%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
596 of 1070 Mid-Small & Community CUs have this signature | 702 nationally
↓ Shrinking -84 CUs YoY | New qualifier

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 1070 peers in tier

Top Strengths (5 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.61%
#1 of 1070 Top 0.1% in 100M-500M tier
8
AMR Growth Rate
growth
Value: 28.05%
Peer Median: 3.46%
#8 of 1070 Top 0.7% in 100M-500M tier
113
Members Per Employee (MPE)
engagement
Value: 453.929
Peer Median: 309.176
#113 of 1070 Top 10.5% in 100M-500M tier
132
Net Charge-Off Rate
risk
Value: 0.05%
Peer Median: 0.35%
#132 of 1070 Top 12.2% in 100M-500M tier
166
Loan Growth Rate
growth
Value: 10.37%
Peer Median: 2.93%
#166 of 1070 Top 15.4% in 100M-500M tier

Top Weaknesses (7 metrics)

1061
Member Growth Rate
growth
Value: -16.87%
Peer Median: -0.06%
#1061 of 1070 Bottom 0.9% in 100M-500M tier
1015
Total Assets
balance_sheet
Value: $107.09M
Peer Median: $196.57M
#1015 of 1070 Bottom 5.2% in 100M-500M tier
990
Total Deposits
balance_sheet
Value: $95.59M
Peer Median: $171.29M
#990 of 1070 Bottom 7.6% in 100M-500M tier
985
Total Members
engagement
Value: 6,355
Peer Median: 13,200
#985 of 1070 Bottom 8.0% in 100M-500M tier
899
Total Loans
balance_sheet
Value: $68.74M
Peer Median: $121.41M
#899 of 1070 Bottom 16.1% in 100M-500M tier
879
Fee Income Per Member
profitability
Value: $98.23
Peer Median: $154.95
#879 of 1070 Bottom 17.9% in 100M-500M tier
812
First Mortgage Concentration (%)
balance_sheet
Value: 42.13%
Peer Median: 29.47%
#812 of 1070 Bottom 24.2% in 100M-500M tier
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