Breaking out my napkin for some maths suggests that the savings could be enormous. From the CP4 track access charge document
here a 180 vehicle costs 14.03 pence per mile (ppm), the most expensive DMU out there by the by, which means a five car unit costs 70.15ppm. Finding an EMU to compare is a bit difficult as the 390 is distorted by the extra cost of tilt (the only way I can explain why 390 vehicles are ludicrously more expensive than other EMUs) so I've done figures for 444s instead (a long distance EMU and probably a reasonable guide for any replacement). In which case a 444 motor vehicle costs 11.07ppm and a trailer 8.18ppm meaning a total cost of 46.68ppm for a five car unit. Which means there's 23.47p to play with before any track access charge is costing them more.
Again this is back of the napkin stuff but it suggests that HT could pay above the odds for what's normal for an EMU and still either be paying the same overall or even making a small saving.