Where does this leave the program? In my mind, these structural factors lead to a situation where ND is outside of the small number of elite college football programs but in the next tier of top 20 programs. The very elite programs have a geographic advantage that drives every aspect of the program. As long as there continues to be passion for football in states that produce tremendous talent, like FL, CA, TX, MS, GA, AL, TN, the big programs from these states are going to be the elite of college football. The specific teams at the top will shift around, but you can bet that one of USC/UCLA/CAL will be in the top 10 each year, one of TX/A&M/BAYLOR will be at the top, and so forth.
However, ND has a chance to be at or near the top of the next tier of programs. This means that ND should expect to be in the top 20 consistently, but there will be down years when ND will fall well out of the top 20 and some great years, when ND will be in the top 5. Similarly with recruiting, we should expect to see ND in the top 20 in recruiting each year, with a few years where we are top 5 and a few years where we’re down near 20. This year’s class is an excellent example. Lots of very good players from all over the country but few elite players from the south or west.
The last point is the most important: I think this is the best ND can hope for. If you want to make an argument about how the program can improve, you have to start by considering these 4 structural forces (or other ones that I’ve missed). If you think the program can improve by over-signing, you have to consider whether this is going to undermine the program’s biggest advantage: the ability to tell a recruit that he is on scholarship for four years and is going to graduate. If you want juco’s, you have to be damn sure they’re not going to hurt that graduation rate and it will help if they don’t undermine Whiskey’s ROI calculation.
I think ND is in a very good place. Kelly is a great football coach and an excellent recruiter, and the team is full of high quality players with a few elite players. My sense is that Kelly should continue to take some risky bets in bringing in a few marginal players who have the potential to be elite, but he probably has to scale back a bit. If the number of suspensions and transfers grows, the advantage that ND has in academics starts to fade a bit. Our best bet is to be in the second tier of programs and hope that every few years we get a few special players who bring the team to a higher place.