BlastPoint's Credit Union Scorecard

ENERGY

Charter #66369 · MA

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

ENERGY has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 50.0% in tier
  • + Net Charge-Off Rate: Top 2.8% in tier
  • + Net Worth Ratio: Top 8.1% in tier
  • + Loan-to-Member Ratio (LMR): Top 8.9% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Liquidity Overhang: Bottom 50.0% in tier
  • - ROA 0.17% below tier average
  • - Efficiency ratio 4.61% above tier (higher cost structure)
  • - Member decline: -3.2% YoY
  • - Fee Income Per Member: Bottom 3.9% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 5,616
-3.2% YoY-0.1% QoQ
-9.5K 15,145
-2.5% YoY
33,485
+24.8% YoY
33,913
+5.7% YoY
Bottom 5.0% in tier
Assets $129.1M
-1.1% YoY+3.7% QoQ
$-102.7M $231.7M
+0.8% YoY
$590.7M
+35.2% YoY
$578.3M
+9.0% YoY
19%
Loans $88.8M
+2.9% YoY+1.4% QoQ
$-55.4M $144.1M
+0.2% YoY
$447.1M
+33.6% YoY
$402.4M
+8.7% YoY
30%
Deposits $107.5M
-2.0% YoY+4.6% QoQ
$-93.6M $201.1M
+0.4% YoY
$496.3M
+36.0% YoY
$494.3M
+9.1% YoY
16%

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ROA 0.6%
+2.7% YoY+28.4% QoQ
-0.2% 0.7%
+5.1% YoY
0.7%
+27.7% YoY
0.4%
-39.2% YoY
40%
NIM 3.0%
+8.0% YoY+0.2% QoQ
-0.7% 3.6%
+4.6% YoY
3.3%
+3.6% YoY
3.8%
+4.1% YoY
Bottom 14.3% in tier
Efficiency Ratio 82.6%
+1.1% YoY+0.4% QoQ
+4.6% 78.0%
-1.7% YoY
80.2%
-4.6% YoY
84.6%
+2.8% YoY
64%
Delinquency Rate 0.4%
-66.5% YoY-73.1% QoQ
-0.4 0.8%
+7.1% YoY
0.7%
-9.8% YoY
1.2%
+3.4% YoY
29%
Loan To Share 82.5%
+5.0% YoY-3.1% QoQ
+12.1% 70.4%
-0.4% YoY
71.5%
-1.7% YoY
65.6%
-1.4% YoY
74%
AMR $34,954
+3.5% YoY+3.2% QoQ
+$10K $24,918
+2.7% YoY
$25,479
+3.4% YoY
$19,920
+1.6% YoY
Top 10.5% in tier
CD Concentration 36.8%
-5.3% YoY+3.6% QoQ
+12.5% 24.3% 25.2% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 2.3% 7.7% 50%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#178 of 257 • Top 50.0% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 3.51%
(Tier: 3.74%, National: 6.36%)
but worse than tier avg
Share Draft per Member: $2.5K
(Tier: $3.0K, National: $2.1K)
but worse than tier avg
257 of 1070 Mid-Small & Community CUs have this signature | 342 nationally
↑ Growing +27 CUs YoY | Rank worsening

Concerns (4)

Membership Headwinds

decline
#241 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): -3.24%
(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

Efficiency Drag

risk
#305 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: 82.64%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 0.01% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
Member Growth (YoY): -3.24%
(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 | Rank improving

Stagnation Risk

risk
#371 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): -3.24%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): 2.93%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
Delinquency Rate: 0.38%
(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

Liquidity Overhang

risk
#115 of 126 • Bottom 50.0% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 16.69%
(Tier: 11.91%, National: 14.35%)
but better than tier avg
Loan-to-Share Ratio: 82.54%
(Tier: 72.31%, National: 65.58%)
but better than tier avg
126 of 1070 Mid-Small & Community CUs have this signature | 143 nationally
↑ Growing +19 CUs YoY | Rank worsening

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 (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.61%
#1 of 1070 Top 0.1% in 100M-500M tier
31
Net Charge-Off Rate
risk
Value: -0.02%
Peer Median: 0.35%
#31 of 1070 Top 2.8% in 100M-500M tier
88
Net Worth Ratio
risk
Value: 16.69%
Peer Median: 11.45%
#88 of 1070 Top 8.1% in 100M-500M tier
96
Loan-to-Member Ratio (LMR)
engagement
Value: $15,806
Peer Median: $9,356
#96 of 1070 Top 8.9% in 100M-500M tier
112
Average Member Relationship (AMR)
engagement
Value: $34,954
Peer Median: $22,931
#112 of 1070 Top 10.4% in 100M-500M tier
216
Members Per Employee (MPE)
engagement
Value: 401.143
Peer Median: 309.176
#216 of 1070 Top 20.1% in 100M-500M tier

Top Weaknesses (10 metrics)

1029
Fee Income Per Member
profitability
Value: $54.46
Peer Median: $154.95
#1029 of 1070 Bottom 3.9% in 100M-500M tier
1017
Total Members
engagement
Value: 5,616
Peer Median: 13,200
#1017 of 1070 Bottom 5.0% in 100M-500M tier
1007
First Mortgage Concentration (%)
balance_sheet
Value: 60.05%
Peer Median: 29.47%
#1007 of 1070 Bottom 6.0% in 100M-500M tier
965
Deposit Growth Rate
growth
Value: -2.02%
Peer Median: 3.30%
#965 of 1070 Bottom 9.9% in 100M-500M tier
954
Share Certificate Concentration (%)
balance_sheet
Value: 36.80%
Peer Median: 23.10%
#954 of 1070 Bottom 10.9% in 100M-500M tier
946
Asset Growth Rate
growth
Value: -1.07%
Peer Median: 3.91%
#946 of 1070 Bottom 11.7% in 100M-500M tier
917
Net Interest Margin (NIM)
profitability
Value: 2.96%
Peer Median: 3.62%
#917 of 1070 Bottom 14.4% in 100M-500M tier
901
Total Deposits
balance_sheet
Value: $107.54M
Peer Median: $171.29M
#901 of 1070 Bottom 15.9% in 100M-500M tier
869
Member Growth Rate
growth
Value: -3.24%
Peer Median: -0.06%
#869 of 1070 Bottom 18.9% in 100M-500M tier
868
Total Assets
balance_sheet
Value: $129.05M
Peer Median: $196.57M
#868 of 1070 Bottom 19.0% in 100M-500M tier
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