4 THE EMPIRICAL STUDY OF
AMERICAN JUDICIAL
ADJUDICATION RULES
4.1 Separation of Identity Elements in
the Application of ADEA
To further examine the ability of U.S. judicial practice
to deal with compound discrimination, this paper uses
the LexisNexis database to conduct a text analysis of
286 cases related to the Anti-Age Discrimination in
Employment Act (ADEA) that were heard by U.S.
federal courts from 2010 to 2020. The main findings
are as follows:
Firstly, the element isolation argument, that is,
78% of the judicial documents require the plaintiff to
separately prove the independent role of the age
factor, without conducting an overall review with
other identity factors (such as gender and race). For
instance, in the case of Bodkin v. Town of Stratford
(2017), the court explicitly excluded the plaintiff's
claim of compound oppression based on gender and
age and only examined "age discrimination".
Secondly, the neglect of the intersection theory, that
is, the term "intersectionality" or related terms only
appear in 12% of the judgments, reflects the
marginalization of the concept of compound
discrimination in the judicial discourse system.
Thirdly, the effectiveness of relief is lacking, that is,
the difference is not only reflected in the "element
separation" of the trial logic, but also in the
"weakening of compensatory nature" of the judgment
results - on the one hand, in the case of explicitly
claiming compound discrimination, the average
failure rate is as high as 83%, significantly higher
than that of single discrimination cases (about 64%);
on the other hand, the average compensation amount
for compound discrimination cases is $ 42,000, which
is lower than the $ 67,000 for single discrimination
cases.
This empirical study shows that ADEA, as a
"single-axis code", has difficulty dealing with the
complex structure of "age + X" type cases in judicial
practice. When facing complex identity groups, such
as elderly women, ethnic minorities, or disabled
people, it is more likely to encounter institutional
obstacles, such as evidence isolation, ineffective
proof, and weakened compensation.
4.2 The Binary Opposition
Predicament of Typical Cases
The core judgment logic of the United States Supreme
Court in age discrimination cases has long maintained
a "binary determinism" stance, that is to say, it must
be recognized that age is the sole decisive factor (but
not a causal relationship) in constituting illegal acts.
This standard was established by Justice Lord Scalia
in the case of Gross v. FBL Financial Services, Inc.
(2009), requiring the plaintiff to prove that age was the
sole factor in the employment decision and explicitly
excluding the application of the "mixed motivation
theory". This strict standard of proof essentially denies
the possibility of compound discrimination. As a
result, all claims involving compound identities are
excluded from justiciability under the ADEA system
(Gross, 2009). This jurisprudence has been widely
criticized as a "structural blocking" of intersectionality
claims, that is, when there are any "other factors"
(such as gender, race) may affect decision-making, the
plaintiff will not be able to meet the "but-for" standard,
thus automatically losing the right to judicial
protection.
The adjudication paths of lower courts show
obvious differentiation. For example, in Villareal v.
R.J. Reynolds, the Eleventh Circuit not only rejected
the plaintiff's intersectional claim, but also insisted on
proving age and gender as separate causal chains. The
court stated that "the plaintiff must isolate each
identity trait as an independent motivating factor",
thereby ignoring any interaction effect. This strict
disaggregation doctrine reflects the structural
exclusion of intersectional harms. In Babb v. Wilkie
(2020), while the majority upheld the "but-for"
causation standard from Gross, Justice Alito first put
forward in his dissenting opinion that the "mixed
motive" effect of discriminatory elements should be
recognized. Although this view was not adopted by the
majority, it laid the groundwork for subsequent
judicial reforms. Justice Alito believes that in real life,
discriminatory behavior is often driven by multiple
factors, and discrimination cannot be denied merely
because of the existence of other legitimate factors. He
acknowledged that "age may exacerbate preexisting
gender or racial bias". This viewpoint provides new
ideas for re-examining the issue of compound
discrimination and also offers certain theoretical
support for future judicial reforms. Lower courts have
attempted to implement intersectional reasoning. For
instance, the Second Circuit in Lennon v. City of New
York (2021) attempted to introduce the "holistic
review" standard to comprehensively examine claims
of compound discrimination based on age and race.