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This may be the author’s version of a work that was submitted/acceptedfor publication in the following source:
White, Sonia, Graham, Linda, & Blaas, Sabrina(2018)Why do we know so little about the factors associated with gifted under-achievement? A systematic literature review.Educational Research Review, 24, pp. 55-66.
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https://doi.org/10.1016/j.edurev.2018.03.001
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Why do we know so little about factors associated with gifted underachievement?
A systematic literature review
2
Abstract
International comparisons of student achievement are generating renewed interest in the academic
underperformance of intellectually gifted students, however, government responses to this problem are
seldom grounded in empirical research evidence. This may be due to the quantity, type and quality of
available research, which can make it difficult to distinguish factors that are associated with gifted
underachievement. In this systematic review, we examine the methods used to identify both giftedness
and gifted underachievement in empirical research investigating factors associated with gifted
underachievement, and identify the factors this research associates with gifted underachievement.
Findings reveal that most studies investigating factors associated with gifted underachievement do not
employ research designs capable of distinguishing differences between gifted achievers and
underachievers. Of the studies that did employ appropriate research designs, the methods used to
identify giftedness and gifted underachievement differed widely and most focused on individual factors
with much less focus on school-related factors.
Keywords: identification, methods, factors, gifted underachievement.
3
1. Introduction
Interest in gifted underachievement has increased over the last decade, due to a number of
converging influences. These include shifts in the nature of the global economy and rapid advances in
technology, which have led to major changes in the type and availability of work in many developed
countries (Manyika, Chui, Bughin, Dobbs, Bisson, & Marrs, 2013). These changes have significant
implications for international competitive advantage and future prosperity (Wood, 2003), with 75% of
the fastest growing occupations now requiring skills and knowledge from the science, technology,
engineering and mathematics (STEM) disciplines (Office of the Chief Scientist, 2014). Reports that up
to 40% of current jobs will be lost to automation within the next two decades (Florence & Partland,
2015), and that students in the United States, England and Australia lag behind their Asian peers in
subjects critical to technological innovation (Sellar & Lingard, 2013), have fueled anxiety in nations
still experiencing the after-effects of the Global Financial Crisis (GFC).
Australia, for example, has witnessed decline across cycles of the OECD’s Programme for
International Student Assessment (PISA), both in terms of mean scores1 and in the percentage2 of “top
performers” in scientific, reading and mathematical literacy (Thomson, De Bortoli, & Buckley, 2013;
Thomson, De Bortoli, & Underwood, 2016). This decline in higher achievement levels is considered
partly responsible for Australia’s fall in the international PISA rankings (Bita, 2016). This fall has
occurred alongside stagnating achievement in Australia’s National Assessment Program in Literacy
and Numeracy (NAPLAN) and despite significant additional investment in school education (Browne
& Cook, 2016). Together, these events have prompted calls from government and business for schools
to “stretch the gifted” (Parkinson, 2016) by increasing academic demand, mandating the study of
science and mathematics through to the end of senior secondary school, recruiting and training more
specialist teachers, and requiring universities to reinstate prerequisites, particularly in mathematics,
physics and chemistry (Aubusson, 2016; Office of the Chief Scientist, 2014).
4
This is not the first time that the pressures of globalization and economic competitiveness have
led to increased focus on the academic achievement of students of high intellectual ability. Reis and
McCoach (2000), for example, described how the Soviet launching of Sputnik in 1967 unleashed
significant anxiety in the United States concerning the ability of young Americans to remain leaders in
technological innovation and to therefore maintain that nation’s economic dominance and future
prosperity. That anxiety has increased in recent years due to the rapid rise of China and the rebalancing
of global economic and military power since the 2008 GFC (Kell & Kell, 2016). The view that
academic achievement is the key to future competitiveness – and that American preeminence is under
threat – is reflected in the rhetoric infusing federal education policy reports, acts and funding
initiatives, such as “Race to the Top” (U.S. Department of Education, 2009). Indeed, on the release of
the PISA 2009 results – in which Shanghai’s students topped the world – President Obama drew a
parallel to America’s first educational achievement “wake-up call”, stating: “Fifty years later, our
generation’s Sputnik moment is back” (Dillon, 2010, np.).
Anxiety over future competitiveness and prosperity may have succeeded in focusing greater
media attention on the performance of highly able students in international student assessments,
however, the issue of gifted underachievement remains under-researched and poorly understood.
Factors contributing to the underachievement of intellectually gifted students – particularly the factors
that have been identified through the type of empirical research necessary to find differences between
achieving and underachieving gifted students – are seldom examined in the discussions around
declining results. This leaves a large margin for error in the development of policy solutions, allowing
room for populist or ideological responses that may have little to do with associated factors and which
may even exacerbate gifted underachievement. For this reason, it is critical to review which factors
have been identified as associated with gifted underachievement in recent empirical research literature,
especially given the scale and speed of changes in school education since, for example, the
5
development and uptake of smart technologies, such as iPads, beginning in the mid-2000s. We begin
this systematic review by defining giftedness and gifted underachievement, followed by a consideration
of the methodological challenges faced by researchers seeking to investigate this problem. We then
outline our three research questions and the method underpinning this study.
2. Defining Giftedness and Gifted Underachievement
Giftedness, as defined by Subotnik, Olszewski-Kubilius and Worrell (2012) is “performance
that is clearly at the upper end of the distribution in a specific talent domain even relative to other high-
functioning individuals in that domain” (p. 176). It is developmental (Reis & Renzulli, 2009), in that
potential is the earliest indicator of giftedness and achievement is its expression (Plucker & Callahan,
2014). Gifted underachievement is said to occur when there is “severe discrepancy between expected
achievement (as measured by standardized achievement test scores or cognitive or intellectual ability
assessments) and actual achievement (as measured by class grades and teacher evaluations)” (McCoach
& Siegle, 2003, p. 4), and where there are no diagnosed learning disabilities to account for those
discrepancies (McGee, 2013). Defining giftedness and gifted underachievement is a relatively
straightforward exercise (Reis & McCoach, 2000). However, empirically determining their existence
in a research population is far more challenging.
Gifted education research is currently complicated by the lack of universally accepted protocols
guiding the identification of both intellectual giftedness and gifted underachievement (Stoeger, Ziegler,
& Martzog, 2008). As there are no consistent identification methods, researchers currently include and
exclude participants using a variety of criteria and measures (Francis, Hawes, & Abbott, 2016). These
measures may include tests of cognitive ability, such as the Wechsler Intelligence Scale for Children
(WISC) and Raven’s Standard Progressive Matrices (Raven’s SPM), and/or tests of academic
achievement, such as the Scholastic Aptitude Test (SAT; Lohman, 2012). However, each of these
assessments measure different aspects of intelligence. For instance, cognitive ability tests range from
6
exclusively non-verbal tasks to a mix of both verbal and non-verbal tasks (Worrell, 2013), while
academic achievement tests may include verbal tasks (e.g., reading) to measure content knowledge or
skills in an academic domain (Missett & Brunner, 2013). Measurement inconsistencies, however, lead
to variation in the number and type of students participating in gifted education research, which affects
the comparability, validity and applicability of research findings (Francis et al., 2016). The resultant
diversity in study criteria, participants and findings weakens the evidence base upon which the
development of appropriate policies and support for gifted underachievers depends.
To reliably identify factors associated with gifted underachievement, researchers must
understand how intellectually gifted underachievers differ from intellectually gifted achievers
(McCoach & Siegle, 2003). If these groups are not compared, then researchers have no way of
knowing whether the variables they are assessing are common to gifted underachievers or common to
gifted students overall. Test anxiety is a good example of a variable that can be easily misunderstood,
if the two groups are not carefully compared. For example, gifted achievers may experience test
anxiety as a positive form of motivation, leading them to increase effort, whereas gifted underachievers
may experience test anxiety negatively, leading them to decrease effort (Pekrun, 2006). Empirical
studies that examine the differences between groups of intellectually gifted students – those achieving
at their estimated potential and those underachieving relative to their potential – are therefore necessary
to reliably identify factors associated with gifted underachievement.
The aim of this review is to contribute to the research literature by investigating the methods
used to identify intellectual giftedness and gifted underachievement in empirical research investigating
factors associated with gifted underachievement, and to learn which factors this research associates
with gifted underachievement. Specifically, this review addresses the following three research
questions:
7
• Which methods are used to identify giftedness in empirical research investigating factors
associated with gifted underachievement?
• Which methods are used to identify gifted underachievers in empirical research investigating
factors associated with gifted underachievement?
• Which factors do these studies find associated with gifted underachievement?
3. Method
This literature review follows the Preferred Reporting Items for Systematic Reviews and Meta-
Analyses (PRISMA) guidelines to systematically and explicitly screen studies in a rigorous and
unbiased manner (Moher, Liberati, Tetzlaff, & Altman, 2009). The PRISMA flow diagram (Figure 1)
conveys the different phases of this systematic literature review from the number of records identified
through to those included and excluded (with reasons). Data were collected from empirical articles
involving two groups attending either elementary or secondary school: high-achieving intellectually
gifted students and underachieving intellectually gifted students. Articles published in peer-reviewed
academic journals between January 2005 and August 2015 were examined to capture the most recent
empirical research relating to gifted underachievement.
With the support of a university research librarian, databases were selected to capture empirical
research on gifted underachievement. A keyword search was conducted in eight databases including
A+ Education, Academic Search Elite, Education Source, ERIC, ProQuest – Education (Education
Journals), ProQuest – Social Science Journals, PsycINFO, and Primary Search. The search terms
were discussed and agreed upon by all authors to ensure relevant empirical research articles were
located. For the purposes of this systematic review, the important search terms were: gifted (and
related), underachievement (and related), and school (and related) (see Table 1 for exact terms). These
search terms were applied for each of the eight databases separately.
8
Table 1 Search Terms used for Systematic Search Search terms with Boolean Operators (in Abstract) gifted* OR talent* OR “high abilit*” OR bright OR “high achiev*” AND underachiev* OR “fail*” OR “poor performance” OR “academic fail*” OR “school difficult*” AND student* OR child* OR adolescen* OR “primary school” OR “elementary school” OR “high school” OR “middle school” OR “secondary school”
3.1. Inclusion and Exclusion Criteria
The initial search of eight databases identified 957 records (Figure 1). Duplicates were
removed and the remaining 490 records were screened by reading the title and abstract. At this
screening stage, records were excluded if they were (a) not in English, or (b) not about gifted students,
or (c) were not reporting an empirical study (e.g. review, commentary, editorial, or discussion of
policy). Following this initial screen, 113 records remained. An additional empirical article was
identified during the screening process (Figg, Rogers, McCormick, & Low, 2012). This article was
cited in the abstract of three records identified during the database search (Figg, 2012; Flint &
Ritchotte, 2012; Peters, 2012) and the original article was included for full-text assessment. All 114
full-text articles (113 + 1) were then assessed for eligibility (Figure 1). More detailed
inclusion/exclusion criteria were then applied to these articles. Articles were excluded if: (a) the full
text was not in English, (b) the article was a non-peer reviewed conference proceeding, commentary, or
thesis not resulting in or linked to a peer-reviewed empirical article, (c) the article did not report on
empirical research, or (d) participants were not gifted students in elementary or secondary school; e.g.,
studies that focused on adult learners or teacher perspectives were discarded. Further articles were
excluded if: (e) the article did not report specific criteria guiding gifted identification, (f) the article did
not specifically identify gifted students and gifted underachieving participants and compare these
groups in analyses, (g) the article was evaluating a test or program for gifted students, (h) participants
were twice exceptional, or (i) the article did not investigate/report on factors related to gifted
9
underachievement. After assessing the 114 full text articles, only nine articles fitting the eligibility
criteria remained and these were analyzed in the review.
Figure 1 PRISMA flow diagram demonstrating identification and screening stages and included articles
4. Results
The nine articles analyzed in this systematic review represent samples of intellectually gifted
students from four different countries (Australia, Germany, New Zealand and the United States). Eight
of the nine articles reported quantitative research with only one article (Reis, Colbert & Hébert, 2005)
adopting a qualitative approach in the form of a comparative case study. The articles using quantitative
analysis often combined multiple techniques, however, analysis of variance and correlations were the
10
dominant statistical approaches. A minority used regression analyses, confirmatory factor or path
analysis. In all articles, at least one analysis distinguished gifted achievers from gifted underachievers
to enable group comparison and investigation of factors associated with gifted underachievement.
4.1. Methods Used to Identify Giftedness
The majority of the nine articles (n=6) meeting our inclusion criteria relied on only one measure
to identify intellectually gifted students (e.g., WISC-R, Raven’s SPM, BIS-HB, CFT, OLSAT). The
remaining three articles identified gifted students using multiple measures or multiple sources of
information (see Table 2). Abu-Hamour and Al-Hmouz (2013), for example, used non-standardized
measures of academic achievement and general ability, whereas Ritchotte et al. (2014) used multiple
standardized measures to assess both cognitive ability and academic achievement. Reis et al. (2005)
used multiple qualitative criteria, including participation in a gifted program, teacher/counsellor
nomination, prior achievement at a superior level, and awards for academic achievement. After this
initial selection, performance in standardized intelligence tests or standardized achievement tests were
used as the primary identifier of giftedness.
Table 2 Overview of Measures and Criteria for Identifying Gifted Students # Study Measure Criteria 1 Abelman (2007) WISC-R
Above average IQ
2 Abu-Hamour and Al-Hmouz (2013)
State Selective High Schools Test: English Mathematics General ability Elementary School Achievement: English Mathematics
Total score must be above 160 (not standardized) Elementary school's assessment performance in English, Mathematics
3 Dixon et al. (2006)
WISC-R ≥ 125
4
Figg et al. (2012) OLSAT ≥ 130
11
Note.Weschler Intelligence Scale for Children – Revised (WISC-R); Raven’s Standard Progressive Matrices (Raven’s SPM); Otis-Lennon School Ability Test (OLSAT); Academically or intellectually gifted (AIG); Berliner Intelligenzstrukturtest für Jegendliche: Begabungs- und Hochbegabungsdiagnostik (BIS-HB); Culture Fair Intelligence Test (CFT)
Seven of the nine articles identified gifted students using both verbal and non-verbal tasks,
whereas the remaining two articles identified gifted students purely on their non-verbal cognitive
abilities (Obergriesser & Stoeger, 2015; Stoeger et al., 2008). Of the articles that reported the use of
standardized measures, five identified gifted students with a criterion that was between one and two
standard deviations above the mean (Table 2). In general, studies that combined both verbal and non-
verbal measures employed higher cut-off criteria (closer to two standard deviations above the mean)
than those using only non-verbal measures.
4.2. Methods used to Identify Gifted Underachievement
The percentage of gifted students identified as underachieving in the nine articles meeting our
inclusion criteria was also variable. In the six articles reporting secondary school samples, between 9%
and 23% of gifted students were identified as underachieving, compared to 16% and 28% in the four
5 Obergriesser and Stoeger (2015)
Raven’s SPM ≥ 90th percentile
6 Reis et al. (2005) Intelligence or achievement tests (various)
> 90th percentile at some stage during school career
7
Ritchotte et al. (2014)
Intelligence test (various) National aptitude test K-2 National achievement test
Must meet one of the three following criteria: (a) ≥ 95th percentile on IQ test (b) Nationally normed IQ/aptitude and achievement tests (sum of percentiles ≥ 180). (c) Aptitude test ≥ 93rd percentile AND achievement test ≥ 93rd percentile AND at least one year above grade level
8
Schick and Phillipson (2009)
BIS-HB ≥ 115
9 Stoeger et al. (2008) CFT ≥ 85th percentile
12
articles reporting elementary school samples (see Table 3). Although the study by Reis et al. (2005)
reports an underachievement identification rate of 49%, this was due to the use of a purposive sample
to enable a comparative case study with two even groups.
Table 3 Overview of Identified Articles on Gifted Underachievement. NR = Not reported.
# Study
Total number identified as gifted
[Females, Males]
Number of gifted underachievers
(% of Total gifted)
[Females, Males]
Grades represented in
sample Country
1 Abelman (2007)
402 [NR]
105 (26%) [NR]
Grades 2, 5, 8 United States
2 Abu-Hamour and
AlHmouz (2013)
197 [96, 101]
39 (20%) [NR]
Grades 10, 11 Australia
3 Dixon et al. (2006) 41 [NR]
7 (17%) [NR]
Grade 7 New Zealand
4 Figg et al. (2012) 93
[0, 93] 21 (23%)
[0, 21] Grades 8, 9, 10 Australia
5 Obergriesser and Stoeger (2015)
85 [54, 31]
24 (28%) [13, 11]
Grade 4 Germany
6 Reis et al. (2005) 35 [14, 21]
17 (49%) [5, 12]
Grades 9, 10 United States
7 Ritchotte et al. (2014) 156
[85, 71] 25 (16%)
[NR] Grades 6, 7 United
States
8 Schick and Phillipson (2009)
1366 [NR]
127 (9%) [NR]
Grade 9 Germany
9
Stoeger et al. (2008) 128 [57, 71]
31 (24%) [NR]
Grade 4 Germany
13
All nine articles meeting our inclusion criteria conceptualized gifted underachievement using a
discrepancy model, where students who are identified as gifted demonstrate lower than expected
achievement relative to cognitive ability. To identify gifted underachievers, all nine articles reported
on measures of achievement (Table 4) with most assessing multiple subject areas. Only one study
restricted assessment of underachievement to a single domain: mathematics. The type of achievement
measure (e.g., GPA, standardized achievement tests, student or teacher rankings), as well as the
discrepancy metric (e.g., above or below a specific percentile, rank, score, standard deviation or GPA),
varied between studies.
Achievement discrepancies were applied using either individual benchmarks or researcher
determined benchmarks (Table 4). Three articles used individual benchmarks and identified gifted
underachievement when a student’s standardized achievement was one or more standard deviations
below their standardized score on a test of cognitive ability. The remaining six articles identified gifted
underachievement using a researcher determined achievement benchmark, which is an arbitrary cut off
that is applied and makes no allocation for a student’s prior achievement or cognitive ability. This
approach was highly variable, however, and captured students who were ranked as the lowest achievers
in their class or students who received a grade below that deemed satisfactory by the researcher (Table
4).
The use of either one or two achievement indicators was another point of difference between
the nine articles. Five used only one indicator to identify gifted underachievement (Table 4), while the
remaining four articles used two or more indicators. Of the four articles using two or more indicators,
Abelman (2007), Figg et al. (2012) and Reis et al. (2005) used two direct measures of achievement
(e.g., GPA or test scores or class enrolment), while Abu-Hamour and Al-Hmouz (2013) relied on two
indirect measures of achievement (e.g., student and teacher ratings).
14
Table 4 Overview of Measures and Criteria for Identifying Gifted Underachievers # Study Measure Criteria 1 Abelman (2007) Teacher ratings
Classroom observation Standard Assessment Test (SAT) Course grades
No specific criteria
2 Abu-Hamour and Al-Hmouz (2013)
Teacher ranking – low (bottom 5%), moderate, high (top 5%) Student ranking – low (bottom 5%), moderate, high (top 5%)
Ranked low achiever (bottom 5% of class) Ranked low achiever (bottom 5% of class)
3 Dixon et al. (2006)
Progressive achievement test (PAT) – four tests.
Score ≥1 standard deviation BELOW expected PAT score on three tests.
4 Figg et al. (2012) General achievement test (GAT) Academic ranking within the grade
Score ≤ 85th percentile
Consistent ranking BELOW the top 15% of the grade
5 Obergriesser and Stoeger (2015)
z-standardized grade point average (GPA) in main subjects
z-standardized GPA ≥ 1 standard deviation BELOW z-standardized cognitive ability (Raven’s SPM) score.
6 Reis et al. (2005) Grade point average (GPA) Class enrolment
Previously with strong academic grades of B or better. Current grade point average of 2.0 or lower. Consistently enrolled in non-college-bound or general classes. No longer in school, having dropped out or become truant.
7 Ritchotte et al. (2014)
Teacher reported mathematics grade point average (GPA) as a percentage - based on at least 10 graded assessment items.
GPA ≤ 84%
8 Schick and Phillipson (2009)
Student reported grade point average (GPA) – 1 outstanding, 3 average/satisfactory, 5 unsatisfactory/fail
GPA of 4 or 5
9 Stoeger et al. (2008)
Grade point average (GPA) in Mathematics, German and Science
Average GPA in 3 subjects ≥ 1 standard deviation BELOW cognitive ability (CFT) score.
15
4.3. Factors Associated with Gifted Underachievement
Only two of the nine articles that met our inclusion criteria investigated factors related to the
home environment (see Table 5), such as child rearing practices and family background/involvement.
Five of the nine articles examined school-related factors, such as students’ perceptions of
school/classroom climate and teacher support. However, structural factors – such as participation in
special programs and appropriately advanced classes – featured in only one of these studies. The
majority of studies (n=8) focused mainly on individual factors. The most common factors investigated
across the nine studies were motivation, emotion, and students’ perceptions of school.
Table 5 Factors Explored in the Nine Articles # Study Home Factors School Factors Individual Factors 1 Abelman
(2007) Parenting practices, children’s electronic media consumption
2 Abu-Hamour and Al- Hmouz (2013)
Attitudes towards school and teachers
Motivation, self-regulation, goal valuation, academic self-perception.
3 Dixon et al., (2006)
Academic self-concept
4 Figg et al., (2012)
Attitudes towards school and teachers
Motivation, self-regulation, goal valuation, academic self-perception.
5 Obergriesser and Stoeger (2015)
Motivation, learning goal orientation, emotions
6 Reis et al., (2005)
Family background and involvement
Structural aspects of schooling, such as support availability and specialist programs.
Resilience
16
# Study Home Factors School Factors Individual Factors 7 Ritchotte et
al., (2014) Negative environmental
perceptions, negative attitudes towards school and teachers
Self-efficacy, task meaningfulness, self-regulation, negative self-concept
8 Schick and Phillipson (2009)
Classroom climate Learning motivation,
self-efficacy, personal identity
9 Stoeger et al., (2008)
Fine motor skill
4.3.1. Motivation
All four articles investigating motivation reported gifted underachievers scoring lower in self-
reported measures of different aspects of motivation in comparison to gifted achievers. Using both the
Motivated Strategies for Learning Questionnaire (Pintrich, Smith, Garcia, & McKeachie, 1993) and the
motivation/self-regulation subscales from School Attitudes Assessment Survey – Revised (SAAS-R)
(McCoach & Siegle, 2003), Abu-Hamour and Al-Hmouz (2013) reported that gifted underachievers
scored significantly lower in intrinsic and extrinsic motivation when compared to their gifted achieving
peers. Figg et al., (2012) also used the motivation/self-regulation subscales from the SAAS-R and
found that gifted underachievers scored significantly lower than their gifted achieving peers in
motivation and self-regulation. Using a six-item scale adapted from the Manual for the Patterns of
Adaptive Learning Scales (Midgley et al., 1998), Obergriesser and Stoeger (2015) found that gifted
underachievers scored significantly lower in self-efficacy, although there were no significant
differences between groups in terms of learning goal orientation. Schick and Phillipson (2009)
captured learning motivation using three German language instruments: achievement ambition
(Schmidt-Denter & Schick, 2005), cognitive motive (Burrmann, 1996), and joy for thinking (Bless,
Wänke, Bohner, Fellhauer, & Schwarz, 1994), and found that underachieving students scored
17
significantly lower in learning motivation than achieving students, irrespective of their level of
intellectual giftedness.
4.3.2. Emotion
The three articles that investigated emotional factors associated with gifted underachievement
were less consistent in their findings, which appear dependent on the specific aspect of emotion that is
being investigated. Obergriesser and Stoeger (2015) used the Academic Emotions Questionnaire
(Pekrun, Goetz, Frenzel, Barchfeld, & Perry, 2011) and found that gifted underachievers scored
significantly higher on the academic anxiety items. Using two of the four subscales from the
Engagement versus Disaffection scale (Skinner, Kindermann, & Furrer, 2009), Ritchotte et al. (2014)
found that gifted underachievers were less emotionally engaged and more disengaged than gifted
achievers. Conversely, Schick and Phillipson (2009) reported no significant difference in emotional
control between gifted achievers and gifted underachievers.
4.3.3. Perceptions of school
The four articles that investigated students’ perceptions of school focused predominately on
attitudes towards school and teachers and rating of the environment (e.g., class climate). According to
Abu-Hamour and Al-Hmouz (2013), gifted underachievers scored significantly lower than gifted
achievers on both attitudes towards school and attitudes towards teachers. This is consistent with
Ritchotte et al. (2014) who reported that gifted underachievers scored lower on environmental
perceptions (e.g., perceptions of available support) than gifted achievers. These findings suggest that
gifted underachievers may feel less supported in the classroom environment than their gifted achieving
peers, although it should be noted that Figg et al. (2012) found no significant differences between
groups on the same measures. Each of these studies employed scales drawn from the SAAS-R
(McCoach & Siegle, 2003), which include items that assess students’ attachment to school and to their
teachers.
18
Schick and Phillipson (2009), however, used the Linzer Questionnaire for School and
Classroom Climate for Grades 8-13 (LSFK 8-13), which assesses students’ perception of general
learning motivation in the class and conducted regression analyses to determine the relative
contribution to students’ individual learning motivation. They found a significant difference between
groups with general learning motivation (or classroom climate) making six times the contribution to
individual motivation in underachieving gifted students than achieving gifted students. However, this
effect was moderated by the addition of personality variables in the final step of the regression,
suggesting that the learning motivation of underachieving students may be more vulnerable to
environmental factors but also that this vulnerability is moderated by individual factors, such as
personality.
5. Discussion
This systematic review sought to address key questions relating to the identification of
giftedness and gifted underachievement, as well as the factors that the nine empirical research articles
meeting our inclusion criteria found associated with gifted underachievement. Our first research
question focused on the methods used to identify intellectually gifted students in empirical research
and, although the nine articles in this review adopted different measures (non-verbal and/or verbal;
cognitive tests and/or achievement tests), we found that the majority (n = 7) adopted standardized tests
with both verbal and non-verbal tasks (e.g. WISC-R and BIS-HB). A minority (n = 2) focused
explicitly on non-verbal tests such as the Raven’s SPM and CFT to determine cognitive ability (see
Table 3). As academic achievement measures inherently require students to engage with language to
complete the assessment, they are also considered verbal. This is an important finding because the
differential use of verbal and non-verbal tasks has the potential to affect some students’ performance
and may result in identification discrepancies between studies (Worrell, 2013). Six of the nine studies
19
also used only one measure, despite attempts by leading researchers in the field of gifted and talented
education to “dispel the myth that a single score is sufficient for determining giftedness” (Worrell,
2009, p. 242).
In addition to using different measures to identify giftedness, our review also detected
variability in the cut-offs employed. Indeed, each study was different resulting in a diverse range of
cut-offs, even when different studies used the same type of measure. In relation to standardized scores
on tests of cognitive ability, for example, three different studies employed three different composite
scores as identification cut-offs (Dixon et al., 2006; Schick & Phillipson, 2009; Figg et al., 2012). Such
variability may result in a research sample that comprises both intellectually gifted students and
students of average intelligence, which may impact research findings when compared to other studies
with higher cut-off criteria. It may also result in much larger estimations of the prevalence of gifted
underachievement, which has implications for policy development and models of support.
Finally, it is important to note that the inclusion/ exclusion criteria informing this review did not
specify which gifted identification approaches should be employed, only that articles must have
reported the approaches used. Further, although we were principally interested in intellectual
giftedness, we included all studies that reported an approach to identifying giftedness, regardless of
domain. All nine articles that met our criteria by first reporting approaches to identify gifted and gifted
underachieving groups, and then using these groups in analyses to determine factors associated with
gifted underachievement, focused on academic achievement and intellectual giftedness. However, as
shown in Table 3, even the nine articles that reported sufficient detail for inclusion in this systematic
review did not consistently report other key variables, such as gender composition in full and group
samples.
Our second research question focused specifically on the methods used to identify gifted
underachievement and, while a discrepancy model was used in all nine studies, there was considerable
20
diversity in the number and type of achievement measures, as well as the cut-off metric used to identify
underachievement. Abu-Hamour and Al-Hmouz (2013) was the only study that utilized solely indirect
measures to determine underachievement (e.g., student and teacher self-reported class rankings). Most
included at least one direct measure of achievement to determine underachievement (e.g., achievement
test score or GPA), but again, no two studies were the same and each employed different cut-offs.
Moreover, only a few of the cut-offs in these nine studies were individually referenced (Dixon et al.,
2006; Obergriesser & Stoeger, 2015; Stoeger et al., 2008) (Table 4), as per the discrepancy model
(McGee, 2013). All three studies identified gifted underachievers based on individual academic
achievement being more than one standard deviation below that student’s expected achievement, which
is determined by an individual’s own cognitive ability score.
The remaining six studies used researcher determined cut-offs, however, this approach is
conceptually inconsistent with the discrepancy model and risks incorrectly identifying some students as
under/achieving. For example, the use of a researcher determined benchmark, such as a GPA of 2.0 or
lower (Reis et al., 2005), may fail to identify individual underachievement in a student with a GPA of
4.0 who is capable of a GPA of 5.0. Ideally, research designs should adopt individually referenced
benchmarks as opposed to researcher determined benchmarks because the characteristics of a gifted
student can vary across domains (Reis & Renzulli, 2009). Such an approach would be more consistent
with the discrepancy model which, as we described in our introduction, provides the conceptual
underpinning for the definition of gifted underachievement.
Our third research question aimed to examine which factors the studies meeting our inclusion
criteria found associated with gifted underachievement. The review revealed that the majority focused
on individual student factors, as opposed to factors relating to the home or school environment. Across
the nine studies, the most commonly investigated factors were motivation, emotion, and perceptions of
school (Table 5). Motivation, in four of the reviewed articles (Abu-Hamour & Al-Hmouz, 2013; Figg
21
et al., 2012; Obergriesser & Stoeger, 2015; Schick & Phillipson, 2009), was consistently reported as
being lower in gifted underachievers when compared to gifted achievers, despite the use of different
self-reported indicators of motivation (e.g., motivation/self-regulation, learning goal orientation,
cognitive motive, achievement ambition and joy for learning). Emotion, in three of the reviewed
articles, reported findings that were less consistent and variable depending on what aspect of emotion
was investigated. For example, Obergriesser and Stoeger (2015) reported gifted underachievers
scoring higher on academic anxiety items in the Academic Emotions Questionnaire (Pekrun et al.,
2011). Alternatively, Schick and Phillipson (2009) found gifted achievers and gifted underachievers
had similar levels of emotional control. Arguably, levels of academic anxiety are associated with an
individual’s ability to control or regulate emotion (e.g., Bertrams, Englert, Dickhauser, & Baumeister,
2013), so the contrasting findings of Obergriesser and Stoeger (2015) and Schick and Phillipson (2009)
are interesting. However, these contrasting findings may also be related to the diversity in research
samples; for example, Obergriesser and Stoeger (2015) focused on elementary school students, while
Schick and Phillipson (2009) focused on secondary school students. Alternatively, the contrasting
findings may indicate a more complex interplay of factors that have not been captured in the research
designs of the reviewed articles.
Perceptions of school (e.g., perceived teacher support and classroom climate), in four of the
reviewed articles, were reported as typically lower in gifted underachievers when compared to gifted
achievers. Interestingly, however, only one study included any variables relating to structural aspects
of schooling, such as participation in gifted programs (Reis et al., 2005). The three remaining studies
used scales aimed at assessing students’ attitudes towards school or student perceptions of classroom
climate. While these methods may provide a window into how a student feels about their learning
environment, they cannot – on their own – provide any insights as to why students’ feel the way they
do or what school-related factors are at play.
22
Schools and classrooms are complex social environments and the interplay of a multitude of
factors – including curricular choice, instructional quality, classroom composition and climate, school
composition (e.g., elementary/secondary), culture and competitiveness, streaming and selectivity, and
support availability – may differentially influence individual students. Liem, Marsh, Martin,
McInernery and Yeung (2013), for example, found that the national policy of academic streaming in
Singapore had a negative ‘big-fish-little-pond’ effect on the academic self-concepts of students, such
that students in the higher ability streams had lower English and Math self-concepts than students in the
lower ability streams. Their findings suggest that the processes and practices adopted within school
contexts could influence gifted underachievement. Our systematic review indicates that the potential
contribution made by structural aspects of the school context remains an under-researched topic in
gifted underachievement research.
5.1. Implications for Future Research
Reis and McCoach (2000) identified more than a decade and a half ago that most of the
empirical evidence about gifted underachievement in schools has focused on individual factors, and has
not captured the complexity of an individual in context. This same gap was noted in Dai et al.’s (2011)
review of the state of research on giftedness and gifted education just over a decade later. The focus of
the nine articles in this systematic literature review investigating factors associated with gifted
underachievement – another half decade since Dai et al.’s review of gifted research – suggests that
individual factors still dominate empirical research in this field. This is despite acknowledgement of
the importance of context in some of the reviewed articles (e.g., Abu-Hamour & Al-Hmouz, 2013;
Ritchotte et al., 2014; Schick & Phillipson, 2009), and other recent literature in the field (e.g. Matthews
& McBee, 2007; McCormick & Plucker, 2013). Although it has been acknowledged that the school
environment is “the variable most readily modifiable by school personnel”, making “its effects on the
achievement or underachievement of gifted children seem particularly worth studying” (Matthews &
23
McBee, 2007, p. 169), the findings of this review suggest that this knowledge has not yet translated
into greater research focus on the contribution that school contexts might make to gifted
underachievement. In the absence of robust research evidence, potential contributing factors – such as
instructional quality and support availability – cannot be identified or addressed.
This is a critically important finding because policy responses to educational problems typically
focus on structural “fixes” like those noted in our introduction; e.g., mandating the study of science and
mathematics through to the end of senior secondary school, and recruiting and training more specialist
teachers. If those fixes are not informed by rigorous research evidence this could lead to the
misdirection of precious funding and resources, as well as the wasted investment of teachers’ time and
energy, not to mention continued failure to address potentially important factors associated with gifted
underachievement. To that end, however, the field must place greater research emphasis on the school
environment to understand which practices, programs, policies and/or people have the greatest impact
on underachieving gifted students’ educational experiences and outcomes.
Finally, it is of great concern that so few articles met our inclusion criteria (Figure 1). Of the
377 records excluded from our sample in the record screening phase, approximately 42% of these
records did not report on an empirical study. These records represented a range of publication types,
including reviews (scholarly or otherwise), feature articles, book reviews and editorials. A further 37%
of excluded records did not indicate research involving gifted individuals in either the title or abstract.
At the full-text assessment phase (n=114), 50 articles were excluded because the participants were
either gifted college/university students or high school students who were high achieving, but not
formally identified as gifted. A further 21 articles were excluded because they did not compare gifted
and gifted underachieving groups in analyses. These articles typically reported explicit criteria to
identify gifted students and had a heterogeneous sample that included both achievers and
underachievers, but the researchers did not try to disentangle the factors that might be associated with
24
(under)achievement by looking for differences between groups. This systematic review suggests that
the goal for future research in this area is to have clearly defined methods for identifying gifted
students and gifted underachievers, as well as rigorous research designs that can reliably isolate factors
associated with gifted underachievement, particularly those most amenable to change by school
personnel. Education policy and practice should be driven by this empirical evidence-base.
5.2. Limitations
This systematic literature review has presented nine articles representing research from a small
number of developed countries. It used specific inclusion and exclusion criteria to identify empirical
articles for analysis, so may not represent all empirical research on the broader topic of giftedness,
across different cultures. The review focused on recent research investigating intellectually gifted
school students and the factors associated with gifted underachievement. As such, the review was
based on empirical articles published between 2005 and 2015, and did not include articles published
prior to 2005. Keyword searches in each of the eight databases (Table 1) were applied to Abstract, so
articles without the designated keywords in the Abstract were not reviewed. Aligned with the research
questions of this systematic review, to be included in the final analysis the articles must have reported
how gifted students and gifted underachievers were identified, and must also have used these groups in
relevant data analyses. Again, this may have resulted in the exclusion of empirical research which
reported on some aspects of gifted underachievement in elementary or secondary school settings, but
did not satisfy all inclusion criteria. For example, there were some articles (n = 6) that were excluded
at the full text stage because they did not report on the methods used to identify the intellectually gifted
participants. This limitation in our sample, however, reflects a broader limitation of research in the
field of gifted underachievement.
25
5.3. Conclusion
This systematic literature review explored the identification methods used to identify gifted
students and gifted underachievers in empirical articles published between 2005 and 2015, which met
explicit inclusion/exclusion criteria. The review also explored the factors that these articles reported as
associated with gifted underachievement. The findings of the review revealed that there is variability
in identification methods when identifying giftedness and gifted underachievement, largely due to
differential use of verbal and non-verbal subtests, and the use of inconsistent identification cut-offs.
Although students’ perceptions of school was an area explored in four of the nine articles, only one
study had explored structural school-related factors, such as enrolment in a gifted program. Curricular
choice, quality of teaching, the use of differentiation and acceleration, support availability, streaming
practices, and school culture and competitiveness may also contribute to gifted underachievement, but
these school related factors were not captured in any of the articles that met our inclusion criteria.
This systematic review also indicated that very few studies (nine from 957 across an 11-year
period) are employing the methodologies needed to isolate factors associated with gifted
underachievement, which include: rigorous criteria for the identification of both giftedness and gifted
underachievement, and the comparison of these groups in analyses to understand how gifted
underachievers differ from gifted achievers. Further, the variability in identification methods and cut-
offs revealed in this review also suggests that researchers might not be basing critical measurement
decisions on relevant published research, which could be the first step towards improving the quality
and rigor of gifted education research. Development of more rigorous identification protocols and
research methods will ensure greater consistency and comparability in research findings, enabling
researchers to speak with confidence about the estimated prevalence of gifted underachievement, as
well as the factors that would most likely benefit from intervention.
26
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1 Australia’s mean score in scientific literacy declined by 17 points between 2006 and 2015, reading literacy declined by 12 points between 2009 and 2015, and mathematical literacy declined by 10 points between 2012 and 2015. 2 The percentage of Australian students in the two highest achievement levels (Levels 5 & 6) declined between the 2006 and 2015 PISA cycles in both scientific (from 15% to 11%) and mathematical literacy (16% to 11%). In reading literacy, the percentage of students achieving in the two highest levels has fluctuated from 17% in 2000, 15% in 2003, 11% in 2006, 13% in 2009, 12% in 2012 and 11% in 2015.