BlastPoint's Credit Union Scorecard

ENERGY

Charter #66369 · MA

1069 CUs in 100M-500M nationally 32 in MA

ENERGY has 3 strengths but faces 16 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Net Worth Ratio: Top 7.0% in tier
  • + Loan-to-Member Ratio (LMR): Top 9.4% in tier

Key Concerns

Areas that may need attention

  • - Stagnation Risk: Bottom 31.3% in tier
  • - Membership Headwinds: Bottom 41.6% in tier
  • - Efficiency Drag: Bottom 47.7% in tier
  • - Capital Constraint: Bottom 54.5% in tier
  • - Accelerating Exit Risk: Bottom 65.5% in tier
  • - Liquidity Overhang: Bottom 83.6% in tier
  • - Shrinking Wallet Share: Bottom 98.1% in tier
  • - ROA 0.33% below tier average
  • - Efficiency ratio 5.31% above tier (higher cost structure)
  • - Delinquency rate 0.50% above tier average
  • - Member decline: -3.3% YoY
  • - Deposit Growth Rate: Bottom 1.5% in tier
  • - Asset Growth Rate: Bottom 2.4% in tier
  • - Fee Income Per Member: Bottom 3.0% in tier
  • - Total Members: Bottom 4.6% in tier
  • - First Mortgage Concentration (%): Bottom 6.1% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 5,620
-3.3% YoY-3.4% QoQ
-9.8K 15,437
-2.9% YoY
27,118
+2.4% YoY
33,374
+5.7% YoY
Bottom 4.5% in tier
Assets $124.4M
-5.2% YoY-2.6% QoQ
$-107.4M $231.9M
+1.3% YoY
$450.6M
+5.5% YoY
$561.6M
+9.7% YoY
16%
Loans $87.6M
+0.8% YoY+2.0% QoQ
$-59.8M $147.3M
-0.1% YoY
$346.1M
+3.6% YoY
$397.0M
+8.8% YoY
27%
Deposits $102.8M
-7.5% YoY-3.2% QoQ
$-98.0M $200.8M
+0.8% YoY
$377.7M
+7.2% YoY
$477.3M
+9.7% YoY
Bottom 12.6% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.4%
+3.1% YoY-20.3% QoQ
-0.3% 0.8%
+18.2% YoY
0.6%
+6.8% YoY
0.7%
+15.9% YoY
26%
NIM 3.0%
+5.9% YoY+2.5% QoQ
-0.6% 3.6%
+6.7% YoY
3.3%
+4.1% YoY
3.8%
+5.1% YoY
17%
Efficiency Ratio 82.3%
-0.9% YoY+0.1% QoQ
+5.3% 77.0%
-3.1% YoY
81.2%
-12.2% YoY
79.7%
-3.3% YoY
68%
Delinquency Rate 1.4%
-3.3% YoY+242.2% QoQ
+0.5 0.9%
+4.2% YoY
0.9%
+13.0% YoY
1.3%
-2.1% YoY
84%
Loan To Share 85.2%
+8.9% YoY+5.4% QoQ
+13.0% 72.2%
-1.1% YoY
73.5%
-2.0% YoY
67.4%
-1.7% YoY
75%
AMR $33,868
-0.6% YoY+2.6% QoQ
+$9K $24,676
+3.4% YoY
$25,262
+4.8% YoY
$19,687
+2.0% YoY
Top 10.8% in tier
CD Concentration 35.5%
-7.6% YoY-4.1% QoQ
+11.1% 24.4% 25.0% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 2.4% 7.8% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (7)

Stagnation Risk

risk
#174 of 554 • Bottom 31.3% 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): -3.29%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
Loan Growth (YoY): 0.80%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
Delinquency Rate: 1.40%
(Tier: 0.89%, National: 1.28%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Membership Headwinds

decline
#231 of 554 • Bottom 41.6% in tier

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

Why This Signature
Member Growth (YoY): -3.29%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
554 of 1069 Mid-Small & Community CUs have this signature | 652 nationally
→ No prior data (554 CUs now) | New qualifier

Efficiency Drag

risk
#257 of 538 • Bottom 47.7% in tier

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

Why This Signature
Efficiency Ratio: 82.32%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): 0.01% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): -3.29%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
538 of 1069 Mid-Small & Community CUs have this signature | 633 nationally
↓ Shrinking -98 CUs YoY | Rank improving

Capital Constraint

risk
#13 of 23 • Bottom 54.5% in tier

Strong balance sheet under pressure - deposits leaving while lending capacity maxed. Need funding solutions before hitting limits.

Why This Signature
Loan-to-Share Ratio: 85.21%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
Deposit Growth (YoY): -7.48%
(Tier: 5.05%, National: 13.79%)
worse than tier avg
Net Worth Ratio: 17.16%
(Tier: 11.97%, National: 14.49%)
but better than tier avg
23 of 1069 Mid-Small & Community CUs have this signature | 32 nationally
→ No prior data (23 CUs now) | New qualifier

Accelerating Exit Risk

decline
#37 of 56 • Bottom 65.5% in tier

Members leaving AND taking more deposits with them. This compounds quickly - urgent need for retention strategy.

Why This Signature
Member Growth (YoY): -3.29%
(Tier: 0.69%, National: 4.32%)
worse than tier avg
AMR Growth (YoY): -0.58%
(Tier: 4.17%, National: 4.00%)
worse than tier avg
56 of 1069 Mid-Small & Community CUs have this signature | 69 nationally
→ No prior data (56 CUs now) | New qualifier

Liquidity Overhang

risk
#113 of 135 • Bottom 83.6% in tier

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

Why This Signature
Net Worth Ratio: 17.16%
(Tier: 11.97%, National: 14.49%)
but better than tier avg
Loan-to-Share Ratio: 85.21%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
135 of 1069 Mid-Small & Community CUs have this signature | 155 nationally
↑ Growing +17 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#204 of 208 • Bottom 98.1% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -0.58%
(Tier: 4.17%, National: 4.00%)
worse than tier avg
208 of 1069 Mid-Small & Community CUs have this signature | 303 nationally
↓ Shrinking -190 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 1069 peers in tier

Top Strengths (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 1069 Top 0.0% in 100M-500M tier
76
Net Worth Ratio
risk
Value: 17.16%
Peer Median: -
#76 of 1069 Top 7.0% in 100M-500M tier
101
Loan-to-Member Ratio (LMR)
engagement
Value: $15,582
Peer Median: -
#101 of 1069 Top 9.4% in 100M-500M tier
115
Average Member Relationship (AMR)
engagement
Value: $33,868
Peer Median: -
#115 of 1069 Top 10.7% in 100M-500M tier
162
Net Charge-Off Rate
risk
Value: 0.11%
Peer Median: -
#162 of 1069 Top 15.1% in 100M-500M tier
264
Loan-to-Share Ratio
balance_sheet
Value: 85.21%
Peer Median: -
#264 of 1069 Top 24.6% in 100M-500M tier

Top Weaknesses (12 metrics)

1054
Deposit Growth Rate
growth
Value: -7.48%
Peer Median: -
#1054 of 1069 Bottom 1.5% in 100M-500M tier
1044
Asset Growth Rate
growth
Value: -5.24%
Peer Median: -
#1044 of 1069 Bottom 2.4% in 100M-500M tier
1038
Fee Income Per Member
profitability
Value: $55.67
Peer Median: -
#1038 of 1069 Bottom 3.0% in 100M-500M tier
1021
Total Members
engagement
Value: 5,620
Peer Median: -
#1021 of 1069 Bottom 4.6% in 100M-500M tier
1005
First Mortgage Concentration (%)
balance_sheet
Value: 59.09%
Peer Median: -
#1005 of 1069 Bottom 6.1% in 100M-500M tier
934
Total Deposits
balance_sheet
Value: $102.77M
Peer Median: -
#934 of 1069 Bottom 12.7% in 100M-500M tier
928
Share Certificate Concentration (%)
balance_sheet
Value: 35.53%
Peer Median: -
#928 of 1069 Bottom 13.3% in 100M-500M tier
902
AMR Growth Rate
growth
Value: -0.58%
Peer Median: -
#902 of 1069 Bottom 15.7% in 100M-500M tier
897
Total Assets
balance_sheet
Value: $124.42M
Peer Median: -
#897 of 1069 Bottom 16.2% in 100M-500M tier
895
Total Delinquency Rate (60+ days)
risk
Value: 1.40%
Peer Median: -
#895 of 1069 Bottom 16.4% in 100M-500M tier
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