Equality of Whom?
Equality of Whom?
Equality of Whom?
118
Equality of Whom?
Social Groups and Judgments of Injustice*
IRIS MARION YOUNG
Political Science, University of Chicago
important, from this point of view, it must be assessed strictly in terms of the
comparison of individuals. I argue against this position that assessment of
inequality solely by comparing the situation of individuals provides little or no
basis for making claims about social justice. The main reason moral and political
philosophers care about equality, however, is to contribute to assessments of
social justice and proposals for promoting greater justice. A large class of issues
of social justice, and those that concern claims that inequalities are unjust in
particular, concern evaluation of institutional relations and processes of the
society. Evaluating inequality in terms of social groups enables us to claim that
some inequalities are unjust, I argue, because such group-based comparison helps
reveal important aspects of institutional relations and processes.
Specically, identifying inequalities according to group categories helps
identify structural inequalities. Though many philosophers, social theorists and
political actors profess an interest in structural inequality, as distinct from
patterns or relations of inequality that are transient, accidental or more socially
supercial, many use the term without explaining its meaning. This article
theorizes structural inequality as a set of reproduced social processes that
reinforce one another to enable or constrain individual actions in many ways.
What we refer to by group differentiations of gender, race, class, age, and so on,
in the context of evaluating inequalities as unjust, are structural social relations
that tend to privilege some more than others. Identifying patterned inequalities
on measures of well-being among these groups is thus only the beginning, but an
important beginning, of identication of these forms of basic and persisting
injustice. We need also to be able to give an account of how social processes
produce and reproduce these patterns.
The article concludes by asking what this argument implies for social policy. It
certainly implies that public and private bodies charged with collecting and
analyzing data about the status and well-being of society's members, and their
relative well-being, should continue to organize such data in terms of social
groups and compare the standing of groups to one another. The particular
argument of this article, however, in itself implies nothing about steps which
policy ought to take to rectify unjust inequalities discovered by means of such
analyses. Some remedies practiced and proposed for structural injustices involve
afrmative targeting of the distribution of resources or affording specic
opportunities to groups or members of groups. While such a group-conscious
approach to remedy for structural disadvantage may indeed be justied or even
required, such justication requires arguments additional to those this article
offers.
I. CHALLENGES TO GROUP-CONSCIOUS MEASURES OF EQUALITY
The intuition is deep and widespread in our society that assessments of equality
and inequality should refer to social groups dened by such characteristics as
EQUALITY OF WHOM?
gender, race, age, ethnicity, occupation, class, education, and so on. For example,
there has been considerable debate on both sides of the issue about whether
inequalities between groups have disappeared now that laws make status
differences or group-based discrimination illegal. Social scientic research usually
documents and explains inequality on some dimension, such as political equality
or economic equality, by disaggregating society into social group categories.2 In
response to these interests, many government agencies and private organizations
routinely collect and publish statistics designed to show how various groups of
persons compare with other groups on measures of resource distribution,
opportunity, privilege or inuence. Everyday practical discourse about equality,
then, seems to express little doubt that judgments about inequality and equality
ought to refer to groups. Practices of evaluating inequality by comparing groups,
however, have recently come under both political and philosophical challenge.
In political and legal debates about social justice in the United States, many
question giving any attention to the relative situation of groups in formulating
public policy. Certain Supreme Court decisions in the mid-1970s found that the
obligation to redress harm could properly be assessed in terms of the ``disparate
impact'' which action or policies had on groups of persons, especially those
historically discriminated against on grounds of sex, race or ethnicity. More
recently, the Court seems to be rejecting any argument that harm can be
evaluated in terms of results affecting groups unequally, and insisting instead on
claimants demonstrating that policies or actions contain invidious classications
intended to disadvantage individuals in them as compared with others.3 Recent
attacks on the diverse policies associated with the label ``afrmative action,'' to
take another example, not only seem to reject preferential treatment of
individuals associated with groups claimed to be unequal, but also to be
attacks on the very idea that groups can be unequal, or that we should care
whether they are, as long as we afrm principles of equal treatment and formally
equal opportunity.
At least in the United States, political controversy about data collection that
uses group classication and the use of such data for making group comparisons
on measures of well-being has focused almost exclusively on race and ethnicity
classications. Issues of data collection by gender, age, ability, occupation, sexual
2
For a recent comprehensive study of aspects and degrees of political inequality, see Sidney Verba,
Kay Lehman Schlozman and Henry E. Brady, Voice and Equality: Civic Voluntarism in American
Politics (Cambridge, Mass.: Harvard University Press, 1995). For one discussion of economic
inequality, see Sheldon Danziger and Peter Gottschalk, America Unequal (Cambridge, Mass.:
Harvard University Press, 1995). Both studies compare inequalities by gender, race and class.
3
One example: In his concurring opinion in City of Richmond v. J.A. Croson Co.488 US 469, 527
(1989), Justice Anthony Scalia specically says that the wrong of discrimination involves not groups,
but individuals.
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81.
Douglas Rae, Equalities (Cambridge, Mass.: Harvard University Press, 1981), esp. pp. 2938, 76
EQUALITY OF WHOM?
I do not intend here to rebut this position, because it would take me away from
my main question. Instead I shall assume that if we are concerned about some
measure of equality and inequality, it is because we have a conception of justice
for which such assessments of equality are relevant. My thesis is, then, that
claims about social justice that invoke equality usually require comparison of
groups on measures of well-being or advantage. As I will explain below, claims
that some inequalities are unjust implicitly or explicitly compare groups in order
to identify social structures that involuntarily position people, constraining some
more than others and privileging some people more than others. Such a
conception says that these structures produce injustice insofar as they afford
people different degrees of opportunity to achieve well-being. My account here
does not claim that all injustice is reducible to these effects of structural
positioning. Many claims of justice that invoke liberty, need, or desert do not
require identication of structural social groups to become meaningful and gain
normative plausibility. The claim here is only that claims of justice that invoke
equality generally do.
Assessment of inequality in terms of the comparison of individuals yields little
basis for judging injustice. Suppose we discover that some individuals are
starving and others have access to more food than they need. We have discovered
a serious inequality, and one that indeed is likely to provoke moral judgment that
something is wrong. It is wrong, unjust, some would say, that some people
should starve when others have more than they need. Those who are well-off
have a prima facie moral obligation to give to the starving people. If there is such
an obligation, however, and I believe that there is, it derives not from the fact of
inequality as such, but from the fact of need. It is wrong for some people to lack
what they need to live a minimally decent life when others are able to contribute
to meeting those needs at relatively little cost to themselves. Many criticisms of
inequalities probably have this form. They are judgments about obligations to
help people reach a certain level of what Harry Frankfurt calls ``sufciency,''
however, rather than judgments that an inequality is wrong as such.9
So, let us assume a situation in which there is an accepted denition of
sufciency and everyone being compared on measures of well-being starts at or
above this baseline. Some individuals, let us suppose, have incomes 100 times
those with the lowest incomes, while some have incomes only 20 times those with
the lowest incomes. Or suppose that some individuals who are not
democratically legitimate public ofcials have signicantly more inuence than
others over important policy decisions. Or suppose that some people require
more time, effort and planning to get to a polling place or a public hearing than
others. Even assuming that all the individuals being compared have a sufcient
base line, each of these inequalities, I suggest, probably signals injustice. Simply
by focusing on comparing the situation of individuals, however, without any
9
Elizabeth Anderson, ``What Is the Point of Equality?'' Ethics:, 109 (1999), 287337.
EQUALITY OF WHOM?
When we learn that more of the wealthy had wealthy parents, were educated at
the most elite and resourced universities, and so on, and we compare their life
opportunities with those in the less wealthy group, then we can begin to make
judgments of justice. We have moved from assessment of inequality in terms of
aggregations of individuals to comparisons of social groups, in this case social
classes. The importance of measuring inequality in terms of social groups such as
class, gender, race, I argue below, lies in that it reveals the structural inequalities
which are particularly relevant for making judgments of justice and injustice.
11
Gewirth, The Community of Rights (Chicago: University of Chicago Press, 1996), p. 34.
Jean Hampton, Political Philosophy (Boulder: Westview, 1997), pp. 18990.
13
Ibid, p. 191. It may be too strong to say that people are ``forced'' by structures to act in ways that
result in damage to some people. Rather people act under constraints in ways I will detail below.
12
10
without realizing that these systemic forces are going to be propelling the society
toward a certain (unfair) distribution anyway.''14
Gewirth and Hampton refer to structural inequality in order to distinguish
individual attributes, actions and choices from more socially collective or
institutional conditions under which these occur, and which limit individual
options and action. They argue that such a distinction is necessary both in order
to identify what in their situation individuals are responsible for, and what kinds
of policies are likely to work to promote greater equality. Yet neither gives a clear
account of the meaning of this concept of structural inequality. I propose to take
some steps toward such clarication.
Marilyn Frye likens oppression to a birdcage. The cage makes the bird entirely
unfree to y. If one studies the causes of this imprisonment by looking at one wire
at a time, however, it appears puzzling. How does a wire only a couple of
centimeters wide prevent a bird's ight? One wire at a time, we can neither
describe nor explain the inhibition of the bird's ight. Only a large number of
wires arranged in a specic way and connected to one another to enclose the bird
and reinforce one another's rigidity can explain why the bird is unable to y
freely.15
At a rst level of intuition, this is what I mean by social structures that inhibit
the capacities of some people. An account of someone's life circumstances
contains many strands of difculty or difference from others that, taken one by
one, can appear to be either the result of decision, preferences or accidents. When
considered together, however, and when compared with the life story of others,
they reveal a net of restricting and reinforcing relationships. Let me illustrate.
Susan Okin gives an account of women's oppression as grounded in a gender
division of labor in the family. She argues that gender roles and expectations
structure men's and women's lives in systemic ways that result in disadvantage
and vulnerability for many women and their children. Institutionally, the entire
society continues to be organized around the expectation that children and other
dependent people ought to be cared for primarily by family members without
formal compensation. Good jobs, on the other hand, assume that workers are
available at least forty hours per week year round. Women are usually the
primary caretakers of children and other dependent persons, due to a
combination of factorstheir socialization disposes them to choose to do it,
and/or their job options pay worse than those available to their male partners, or
their male partners' jobs allow them little time for care work. As a consequence
the attachment of many women to the world of employment outside the home is
more episodic, less prestigious, and less well paid than men's. This fact in turn
often makes women dependent on male earnings for primary support of
themselves and their children. Women's economic dependence gives many men
14
Ibid, p. 206.
Marilyn Frye, ``Oppression,'' The Politics of Reality (Trumansburg, N.Y.: The Crossing Press,
1983).
15
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11
unequal power in the family. If the couple separates, moreover, prior dependence
on male earnings coupled with the assumptions of the judicial system make
women and their children vulnerable to poverty. Schools, media and employers'
assumptions all mirror the expectation that domestic work is done primarily by
women, which assumptions in turn help reproduce those unequal structures.16 In
this account, interlocking social structures of family and economy, as well as
cultural norms, shape choices and thus explain the unequal conditions of women
and their children. Without such an account, it is difcult to describe women's
unequal position as a matter of injustice.
Processes that produce and reproduce residential racial segregation provide
another example of the structural conuence of many distinct actions,
expectations and effects to limit the options of many inner city dwellers in the
United States. Racially discriminatory behavior and policies limit the housing
options of people of color, conning many of them to neighborhoods from which
many of those whites who are able to leave do. Property owners fail to keep up
their buildings and new investment is hard to attract because the value of
property appears to decline. Because of more concentrated poverty and lay-off
policies that disadvantage Blacks or Latinos, the effects of an economic downturn
in minority neighborhoods are often felt more severely, and more businesses fail
or leave. Politicians often are more responsive to the neighborhoods where more
afuent and white people live; thus schools, re protection, policing, snow
removal, garbage pickup, are poor in the ghetto neighborhoods. Economic
restructuring independent of these racialized processes contributes to the closing
of major employers near the segregated neighborhoods and the opening of
employers in faraway suburbs. As a result of the conuence of all these actions
and processes, many Black and Latino children are poorly educated, live around
demoralized people in dilapidated and dangerous circumstances, and have few
prospects for employment.17
These accounts exhibit structural inequality of gender and race respectively.
While attributes of individuals also condition how they will be identied and
treated by others, the primary account of gender or racial inequality here is
structural. They describe a set of relationships among assumptions and
stereotypes, institutional policies, individual actions following rules or
choosing in self-interest, and collective consequences of these things, which
constrain the options of some at the same time as they expand the options of
others. One could tell analogous stories of how the economic class position of
one's parents, neighborhoods and friends condition much about a person's life
options because of the structural inequalities of class.
Now let us systematize the notion of structure. To do so I will build up an
account using elements derived from several theorists. Peter Blau offers the
16
Susan Okin, Justice, Gender and the Family (New York: Basic Books, 1989).
See Douglas Massey and Nancy Denton, American Apartheid (Cambridge, Mass.: Harvard
University Press, 1993).
17
12
Peter Blau, Inequality and Heterogeneity (New York: Free Press, 1977), p. 4.
John Rawls, A Theory of Justice (Cambridge, Mass.: Harvard University Press, 1971), p. 7.
Ibid.
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13
14
Sartre calls such effects counter-nalities; see ibid, especially pp. 27792.
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15
and these often make their mark on the physical conditions of future actions, as
well as on the habits and expectations of actors. This mutually reinforcing
process means that the positional relations and the way they condition individual
lives are difcult to change.
Structural inequality, then, consists in the relative constraints some people
encounter in their freedom and material well-being as the cumulative effect of the
possibilities of their social positions, as compared with others who in their social
positions have more options or easier access to benets. These constraints or
possibilities by no means determine outcomes for individuals in their ability to
enact their plans or gain access to benets. Some of those in more constrained
situations are particularly lucky or unusually hardworking and clever, while
some of those with an open road have bad luck or squander their opportunities
by being lazy or stupid. Those who successfully overcome obstacles, however,
nevertheless cannot be judged as equal to those before whom few obstacles have
loomed, even if at a given time they have roughly equivalent incomes, authority
or prestige. Unlike the individualized attributes of native ability that often
concern equality theorists, moreover, structural inequalities are socially caused.
For this reason there is an even stronger argument than in the case of given
individual attributes for social institutions to remedy these inequalities.
16
Discovering one such pattern on one parameter, however, does not yet take us
to a judgment of injustice. We must discover that such inequality is systemic by
nding a pattern of average difference in level of status or well-being along
several parameters. When we nd that Native Americans as a group have the
lowest incomes, highest infant mortality rates, least education, and so on, of any
group in American society, then we are entitled to say that members of this group
probably suffer injustice. We are not warranted in the full evaluation, however,
unless we can tell a plausible structural story that accounts for the production of
the patterns. To complete the analysis and evaluation, we must explain how
institutional rules and policies, individual actions and interactions, and the
cumulative collective and often unintended material effects of these relations
reinforce one another in ways that restrict the opportunities of some to achieve
well-being in the respects measured, while it does not so restrict that of the others
to whom they are compared, or even enlarge their opportunities. This story will
be aided, moreover, by evidence that the basic conguration of the patterns
shows little change over decades. The measures of group inequality are like wires
in the cage; seen alone they reveal nothing about people's freedom or well-being.
Seen together as spaced and reinforcing, however, they explain a great deal.
Ultimately the judgments of injustice, then, are not about the distributive
patterns. Each distributive pattern only offers a piece of a puzzle, a clue to an
account of generalized social processes which restrict the opportunities of some
people to develop their capacities or access benets while they enhance those of
others.24 A large class of social inequalities can be judged as unjust because they
violate a broad principle of equal opportunity: that it is unfair to some
individuals to have an easy time ourishing and realizing their goals, while others
are hampered in doing so, due to circumstances beyond their control. Many
theories of equality interpret the main source of such circumstances as bad luck. I
agree with Elizabeth Anderson that the purpose of equality theory is less to
identify unlucky sources of inequality than to identify how institutions and social
relationships differentially conspire to restrict the opportunities of some people
to develop and exercise their capacities and enact their goals. Individuals alone
are not responsible for the way they are enabled or constrained by structural
relations. To the extent that injustices are socially caused, however, this
conception of justice claims that democratic political communities are
responsible collectively for remedying such inequalities, perhaps more than
they are obliged to remedy the effects of so-called ``brute luck.'' These judgments
of injustice take institutional organization and social practice as their object more
than distributive patterns per se.
24
I have argued in another place that social process is more important than distributive pattern for
making evaluations of justice and injustice. See I. M. Young, Justice and the Politics of Difference
(Princeton, N.J.: Princeton University Press, 1990), ch. 1.
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17
at remedy are often divisive, because some people believe that they benet from
the status quo more than from change that would address the injustice. It may be
true that identifying some groups as candidates for judgments of unjust inequality
gives some people incentive to propose themselves as members of structurally
unequal groups who deserve remedial policy. Some of these claims are likely to
be groundless, and they ought to be contested in public by means of principles
and criteria of justice and injustice. Far from inhibiting such efforts to challenge
spurious claims of group disadvantage, the concepts and methods of analyzing
structural inequality offered here provide basis for such challenges.
Judgments of injustice based on discovering inequalities between groups invite
action to redress the injustice. Such judgments of inequality between groups,
however, do not imply any specic principles or strategies for remedial social
policy. In particular, it does not follow from the fact that the judgments of
injustice use comparison of groups on measures of inequality that policies to
correct this injustice ought to target groups. The argument of this paper, then,
should not be construed as a defense of afrmative action policies, or other