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Jason Robinovitz · Aug 17, 2026

The C- Safety Net

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News From The Top · Jason Robinovitz

The University of Michigan has taken a hard look at the challenges facing its incoming freshmen and identified the culprit: the transcript.

Starting in fall 2027, first-semester students in the College of Literature, Science, and the Arts, Michigan’s largest college with more than 18,000 undergraduates, will no longer have letter grades on their external transcripts. Instructors will still assign grades. Students will still see them. The registrar will still keep them on file for athletic eligibility and financial aid compliance. But anyone outside the university (an employer, a graduate school, an internship program) will see only “pass” or “no credit,” and the semester won’t count toward GPA.

To be fair, the transition from high school to college is hard. Many freshmen arrive academically confident and get humbled by October. And there’s something appealing about the idea that a student might try a course in a subject that scares them (organic chemistry, say, or a real math class) without worrying that one rough semester will follow them for four years. Michigan says the pilot will help students “establish early momentum” and foster a “culture of connection and collaboration” over competition.

Michigan also has company. MIT has graded its freshmen pass/no record in the fall semester for decades. Swarthmore has done credit/no credit for first-semester freshmen since 1970. Caltech shades its first two terms. Wellesley adopted “shadow grading” in 2014. I’ll admit the MIT version bothers me far less. Let’s face it: any student who gets into MIT is more likely than not a superstar, and nobody hiring an MIT sophomore loses sleep over what a covered fall semester might be concealing. Michigan LSA is a different animal, admitting a first-year class of thousands across a much wider band of preparation.

And how wide is that band, exactly? That’s harder to know than it should be. Michigan went test-optional in 2020 and made the policy permanent in 2024, so a growing share of LSA admits arrive with no standardized measure of readiness at all. California offers a preview of where that can lead. The UC system is test-blind, a step beyond test-optional, so the comparison isn’t perfect, but it’s instructive: a UC San Diego faculty report documented a nearly thirtyfold increase since 2020 in freshmen arriving with math skills below high-school level, and among students placed in the university’s most remedial math course, the average high-school math grade was 3.7, with a quarter carrying a perfect 4.0. More than 2,300 UC professors in STEM fields have since signed a petition demanding the SAT’s return. Michigan has released no comparable data, and its faculty have been considerably quieter than California’s. But part of me wonders whether unprepared admits are a piece of this puzzle, and whether covering the first semester is less about mental health than about giving students who shouldn’t have needed remediation a year to sort themselves out, away from public view.

The experiment itself isn’t new, either. It’s been tried before, at scale, and it failed. Johns Hopkins adopted “covered grades” back in 1971 — same idea, same rationale. Then, after four and a half decades of watching it in action, the faculty voted to kill it. Their stated reasons should be considered at Michigan’s next faculty meeting: covered grades too often delayed the development of study skills and adaptation to college-level work, and they erased the accomplishment of students who performed well right out of the gate. Hopkins abandoned the policy because they’d run the experiment longer than almost anyone and didn’t like the results.

We don’t have to rely on faculty intuition, either. Economists Kristin Butcher, Patrick McEwan, and Akila Weerapana studied what actually happened when Wellesley made first-semester grades pass/fail. Their NBER working paper found that students’ internally recorded letter grades fell by 0.13 grade points, about a quarter of a standard deviation, and after ruling out other explanations they concluded the drop was consistent with one thing: declining student effort. Even the exploration argument wilted under the data. Students did sample harder STEM courses during their free semester, and then didn’t stick with STEM afterward at any higher rate. So much for exploration.

None of this surprises me. What derails a freshman fall is rarely a mystery: it’s the first time a student doesn’t need to worry about attendance, turning in their homework, or writing a paper before the night it was due (personally, I put out a 20 pager by pulling an allnighter in the library). The students who crater are cratering because their habits haven’t caught up to their environment. In that situation, the first bad grade is a smoke alarm. It’s unpleasant, and it goes off early enough to matter. A freshman who gets a C on a midterm in October has eight weeks to change course, and most of them do. Michigan’s pilot doesn’t silence the alarm (students still see their grades), but it disconnects the alarm from consequences.

And consider where the bar now sits. At most schools running these policies, a “pass” is a C-minus or thereabouts; at MIT it’s a C. So the actual message to a Michigan freshman is this: for one glorious semester, the difference between an A and a C- is invisible to everyone who will ever evaluate you. Some students will use that freedom to take a course that stretches them. I’d bet more will correctly read this as a semester where the floor is the target, and the floor is low. Passing freshman year has never been the same thing as thriving in freshman year, and a policy that makes the two indistinguishable on paper is telling students the distinction doesn’t matter.

Here’s the downstream problem nobody at Michigan seems eager to discuss. Transcripts exist because they carry information, and when a university deliberately removes information, the people who relied on it don’t stop needing it. Employers already complain that grade inflation has made GPAs hard to read. Strip a full semester out of the calculation and the signal degrades further, and hiring managers will do what they always do when one signal fails: reach for others: standardized assessments, internal testing, referrals, networks, pedigree, the name on the diploma, etc. If you think that shift helps the scrappy kid with great grades and no connections, I have a bridge you might be interested in buying.

Which brings me to the equity argument, because these policies are invariably sold as protecting vulnerable students. I’d argue they do the opposite. The well-connected freshman who treats fall semester as a social season loses nothing; no employer will ever see the wreckage, and the family network will be there at graduation regardless. Meanwhile, the first-generation student who shows up disciplined and hungry and earns a 3.8 in her first semester — the single most impressive thing about her application to that sophomore internship — has her achievement flattened into the same “P” as the kid who coasted to a C-. And when every freshman transcript in LSA reads identically, those sophomore-summer internships don’t go unfilled; they get awarded on whatever tiebreakers remain. My guess is that most of them will go to the students with a family connection rather than the students who worked the hardest. Those two groups aren’t mutually exclusive, of course, but only one of them needed the transcript. Hopkins figured this out. Covering grades hides excellence just as thoroughly as it hides failure, and excellence is the one asset a student without connections can build entirely on her own.

Michigan hasn’t announced how long the pilot will run or what would count as success, which is a curious way to run an experiment. So let me offer a prediction instead. The pilot will produce a report. The report will cite survey data about reduced stress and belonging, because stress surveys are easy to move. It will be quieter about study habits, second-semester performance, and what happened when the grades came back and started counting. And somewhere around year four, a Michigan faculty committee will rediscover what a Hopkins faculty committee learned the hard way: that the kindest thing you can do for an eighteen-year-old is not to lower the stakes of their first semester, but to teach them how to meet them.

We’ve written before about what actually makes a first year of college successful, and none of it involves waiting until January to find out the score counts.

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