Statistical realism is not evidence that LLMs can estimate treatment effects in social science experiments
Organizations: Department of Applied Psychology and Human Development, University of Toronto, ON, Canada
Abstract
Large language models (LLMs) are increasingly used to simulate human responses and estimate treatment effect of interventions when real-world experiments are costly or infeasible. The treatment-effect estimates are often evaluated using statistical realism, the degree to which simulated responses reproduce properties of observed human responses, although whether realism predicts treatment-effect accuracy remains unknown. Here we test this proxy relationship by jointly measuring statistical realism and treatment-effect accuracy on the same simulated responses in a cross-national experiment with 59,508 participants from 62 countries using three LLMs. The correlation between statistical realism and treatment-effect accuracy is weak, and optimizing for statistical realism can even worsen treatment-effect accuracy when selecting models, prompts, and target populations. The pattern replicates in two additional cross-national experiments spanning 12 and 27 countries with 20,785 participants. The divergence between the two reflects distinct error structures and is larger for behavioral outcomes, where models appear to extrapolate behavioral effects from attitudinal patterns. Because this divergence may remain hidden in deployment, errors can propagate into simulation-informed decisions. We introduce a diagnostic framework for LLM-generated synthetic data and discuss how treatment-effect validation should proceed under varying availability of experimental benchmarks. Simulated responses and simulated treatment effects are distinct estimation targets, and evidence for one does not certify the other.
Figures & tables
| Metric | OLS | LASSO | LLM (GPT) | LLM (Gemini) | LLM (Claude) |
|---|---|---|---|---|---|
| Individual MAE | 22.96 | 23.65 | 24.25 | 24.53 | 26.11 |
| Belief | 15.26 | 15.40 | 15.98 | 16.22 | 17.96 |
| Policy | 13.92 | 14.05 | 16.11 | 15.23 | 17.22 |
| Action | 39.71 | 41.50 | 40.65 | 42.13 | 43.15 |
| Absolute ATE error | 4.37 | 4.29 | 9.39 | 8.72 | 9.14 |
| Belief | 3.04 | 3.01 | 7.80 | 6.47 | 12.51 |
| External information | Internal inference | |||||
|---|---|---|---|---|---|---|
| Metric | Baseline | Few-shot | Country context | Distributional stats | CoT | VBN-CoT |
| Individual MAE | 23.81 | 22.86 | 24.09 | 23.67 | 24.91 | 23.76 |
| Belief | 15.79 | 15.80 | 15.59 | 15.90 | 15.59 | 15.68 |
| Policy | 15.41 | 14.84 | 15.19 | 14.56 | 16.41 | 16.39 |
| Action | 40.21 | 37.92 | 41.48 | 40.56 | 42.72 | 39.21 |
| Dataset | Method | Individual MAE | MAE rank | Absolute ATE error | ATE-error rank |
|---|---|---|---|---|---|
| Spampatti | Baseline | 28.07 | 2 | 26.52 | 3 |
| Spampatti | Few-shot | 21.09 | 1 | 19.28 | 2 |
| Spampatti | VBN-CoT | 29.70 | 3 | 4.31 | 1 |
| Većkalov | Baseline | 10.74 | 2 | 3.20 | 2 |
| Većkalov | Few-shot | 10.73 | 1 | 3.22 | 3 |
| Većkalov | VBN-CoT | 11.51 | 3 | 2.91 | 1 |
| Category | Intervention | Description |
|---|---|---|
| Deductive reasoning | Collective action | Features examples of successful collective action that have had meaningful effects on climate policies (e.g., protests) or have solved past global issues (e.g., the restoration of the ozone layer). |
| Scientific consensus | Informs participants that “99% of expert climate scientists agree that Earth is warming and climate change is happening, mainly because of human activity.” | |
| Pluralistic ignorance | Presents real public opinion data collected by the United Nations that show what percentage of people in each participant’s country agree that climate change is a global emergency. | |
| Situational simulation | Letter to future generations | Emphasizes how one’s current actions affect future generations by asking participants to write a letter to a socially close child who will read it in 25 years when they are an adult, describing current actions toward ensuring a habitable planet. |
| Future self-continuity | Emphasizes the future self-continuity by asking each participant to project themselves into the future and write a letter addressed to themselves in the present, describing the actions they would have wanted to take regarding climate change. | |
| Psychological distance | Frames climate change as a proximal risk using examples of recent natural disasters caused by climate change in each participant’s nation and prompts them to write about the climate impacts on their community. |
| Original | Surface paraphrase | Force removal | Force reverse |
|---|---|---|---|
| Did you know that 99% of expert climate scientists agree that the Earth is warming and climate change is happening, mainly because of human activity (for example, burning fossil fuels) ? | Did you know that 99% of expert climate scientists agree that global warming is accelerating and the climate is changing, primarily driven by human actions (for example, fossil fuel combustion)? | Did you know that 99% of expert climate scientists agree that the Earth is warming and climate change is happening, while its causes are still under study (for example, temperature records) ? | Did you know that 99% of expert climate scientists agree that the Earth is warming and climate change is happening, mainly because of natural cyclical processes (for example, solar cycles) ? |
| Original | Surface paraphrase | Force removal | Force reverse |
|---|---|---|---|
| People in {country} and around the world are changing: more and more people are concerned about climate change, and are now taking action across multiple fronts. Since 2013, concerns about climate change have increased in most countries surveyed. | People in {country} and around the world are shifting: a growing number of people are worried about climate change, and are now acting on multiple fronts. Since 2013, worries about climate change have risen in most countries surveyed. | People in {country} and around the world hold a range of views on climate change, and show different patterns of engagement across multiple fronts. Since 2013, views on climate change have been recorded across most countries surveyed. | People in {country} and around the world are changing: fewer and fewer people are concerned about climate change, and fewer are taking action across multiple fronts. Since 2013, concerns about climate change have declined in most countries surveyed. |
| [Chart: Pew Research Center, Spring 2013 & 2018 Global Attitudes Surveys. For each country, paired data points connected by a line show that concern has grown over the period.] | [Chart: Pew Research Center, Spring 2013 & 2018 Global Attitudes Surveys. For each country, paired data points connected by a line show that worry has risen over the period.] | [Chart: Pew Research Center, Spring 2013 & 2018 Global Attitudes Surveys. For each country, paired data points connected by a line show how views have been tracked over the period.] | [Chart: Pew Research Center, Spring 2013 & 2018 Global Attitudes Surveys. For each country, paired data points connected by a line show that concern has declined over the period.] |
| What kinds of actions are people taking right now? More than ever before, people are making changes to their lifestyles, supporting policies to address climate change, and are giving the issue more time and attention. For example, more and more people from around the world are now: [Practice unchanged] | What kinds of actions are people taking right now? More than before, people are adjusting their lifestyles, backing policies to address climate change, and are devoting more time and attention to the issue. For example, a rising number of people from around the world are now: [Practice unchanged] | What kinds of patterns can be observed? People show different patterns in their lifestyles, views on policies related to climate change, and the time and attention they give to the issue. For example, people from around the world show varied patterns in : [Practice unchanged] | What kinds of actions are people taking right now? Compared with before, fewer people are making changes to their lifestyles, supporting policies to address climate change, and giving the issue time and attention. For example, fewer and fewer people from around the world are now: [Practice unchanged] |
| There’s also been a notable increase in support for climate change mitigation policy–some of the most popular policies include: [Policies unchanged] | There’s also been a notable increase in support for climate change mitigation policy–some of the most popular policies include: [Policies unchanged] | Views on climate change mitigation policy also vary across contexts –some of the most discussed policies include: [Policies unchanged] | There’s also been a notable decline in support for climate change mitigation policy–some of the least popular policies include: [Policies unchanged] |
| Original | Surface paraphrase | Force removal | Force reverse |
|---|---|---|---|
| [Climate change description unchanged] | [Climate change description unchanged] | [Climate change description unchanged] | [Climate change description unchanged] |
| [Climate and human activity unchanged] | [Climate and human activity unchanged] | [Climate and human activity unchanged] | [Climate and human activity unchanged] |
| Please put yourself in the year 2030 - eight years from now. Take a few moments to imagine your life in that future. Imagine how you will look, where you will be, and who you are with. In the year 2030, it will be clear whether keeping climate change under 2 ∘ C is still possible . It will be clear whether the necessary change occurred fast enough to match the speed of the changing climate. As the Earth’s atmosphere continues to heat up, the effects of climate change will be more apparent : the “highest observed temperature” records will keep being updated, heatwaves and the draughts will become more common, species will continue to become extinct. | Now picture yourself in the year 2030 - eight years into the future. Take a few moments to envision your life at that point in time. Think about how you will look, where you will be living, and who will be around you. By 2030, it will be evident whether limiting warming to 2 ∘ C remains an achievable goal . It will be clear whether the necessary changes happened quickly enough to keep pace with the changing climate. As temperatures continue to climb, the effects of climate change will become more apparent : temperature records will keep being broken, heatwaves and droughts will intensify and spread, and more species will face the threat of extinction. | Please put yourself in the year 2030 - eight years from now. Take a few moments to imagine your life in that future. Imagine how you will look, where you will be, and who you are with. In the year 2030, it will be clearer how likely keeping climate change under 2 ∘ C still appears to be . It will be clear whether various factors played out as projected in current climate models . As the Earth’s atmosphere continues to heat up, the long-term effects of climate change will become clearer over time : the “highest observed temperature” records will keep being updated, heatwaves and the droughts will become more common, species will continue to become extinct. | Please put yourself in the year 2030 - eight years from now. Take a few moments to imagine your life in that future. Imagine how you will look, where you will be, and who you are with. In the year 2030, the trajectory of climate change will have been shaped by forces beyond any individual’s control . It will be clear whether the changing climate was shaped mainly by forces beyond individual action . As the Earth’s atmosphere continues to heat up, the effects of climate change will unfold regardless of individual choices : the “highest observed temperature” records will keep being updated, heatwaves and the droughts will become more common, species will continue to become extinct. |
| Original | Coupling removal | Coupling attenuation |
|---|---|---|
| Here is your profile: {persona} — {intervention} — {question} | Here is your profile: {persona} — {intervention} Please note, people’s views on climate change and their everyday behaviors are related but distinct, and should be inferred separately. — {question} | Here is your profile: {persona} — {intervention} Please note, even when people’s views on climate change shift, changes in everyday behavior are often smaller/slower because of habit/cost/social context. — {question} |
| Dataset | Prompt input variables | Outcome variables |
|---|---|---|
| ICPC (62 countries, 11 interventions) | Age, gender, country, education, socioeconomic status (direct material-asset measure and indirect subjective-status measure), political orientation (social and economic issues), perceived scientific consensus | Climate belief (4 items, 0–100) Policy support (9 items, 0–100) Pro-environmental action (WEPT, 0–8 0–100) |
| Spampatti et al. (12 countries, 6 interventions) | Age, gender, country, education, political ideology, cognitive reflection (CRT-2) | Climate belief (9 items, 1–5 0–100) Pro-environmental action (WEPT, 0–8 0–100) |
| Većkalov et al. (27 countries, 2 interventions) | Age, gender, country, urbanicity, student status, college-degree group, political ideology, trust in climate scientists | Perceived consensus (2 items, 0–100) Belief and concern (4 items, 1–7 0–100) Policy support (1 item, 1–7 0–100) |
| GPT | Gemini | Claude | |||||
|---|---|---|---|---|---|---|---|
| Group | Contrast | MAE | ATE error | MAE | ATE error | MAE | ATE error |
| OECD | OECD vs. Non-OECD | ||||||
| Internet rate | High vs. Low | ||||||
| English proficiency | High vs. Low | ||||||
| Gini | High vs. Low | ||||||
| Gender | Male vs. Female | ||||||
| GPT | Gemini | Claude | |||||
|---|---|---|---|---|---|---|---|
| Group | Contrast | Few-shot | VBN-CoT | Few-shot | VBN-CoT | Few-shot | VBN-CoT |
| OECD | OECD vs. Non-OECD | ||||||
| Internet rate | High vs. Low | ||||||
| English proficiency | High vs. Low | ||||||
| Gini | High vs. Low | ||||||
| Gender | Male vs. Female | ||||||
| GPT | Gemini | Claude | |||||
|---|---|---|---|---|---|---|---|
| Group | Contrast | Few-shot | VBN-CoT | Few-shot | VBN-CoT | Few-shot | VBN-CoT |
| OECD | OECD vs. Non-OECD | ||||||
| Internet rate | High vs. Low | ||||||
| English proficiency | High vs. Low | ||||||
| Gini | High vs. Low | ||||||
| Gender | Male vs. Female | ||||||